Atwood & Palmer’s Okta OKTA Stock Holding History

Atwood & Palmer’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1	Closed	-$82	–	425
2023 Q3	$82	Buy	+1	New	+$76	﹤0.01%	409

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Atwood & Palmer's OKTA Position: Q4 2023 in Review

Atwood & Palmer sold out of Okta (OKTA) in Q4 2023, closing a stake of 1 share — an estimated $82 sold.

Atwood & Palmer first reported a position in OKTA in Q3 2023 and held it in 1 quarter. The position peaked at $82 in Q3 2023. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

Atwood & Palmer reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
Atwood & Palmer sold 1 Okta share in Q4 2023, an estimated $82.
Atwood & Palmer first reported a position in Okta in Q3 2023 and held it in 1 quarter.
Atwood & Palmer's Okta position peaked at $82 in Q3 2023.
621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.