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B.O.S.S. Retirement Advisors’s Okta OKTA Stock Holding History

B.O.S.S. Retirement Advisors’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
2024
Q1 		– Sell
-19,843
Closed -$1.8M – 200
2023
Q4 		$1.8M Sell
19,843
-256
-1% -$19.5K 0.35% 93
2023
Q3 		$1.64M Buy
20,099
+48
+0.2% +$3.64K 0.35% 99
2023
Q2 		$1.39M Buy
20,051
+4,877
+32% +$370K 0.3% 146
2023
Q1 		$1.31M Buy
15,174
+159
+1% +$12.1K 0.31% 128
2022
Q4 		$1.03M Buy
+15,015
New +$857K 0.26% 138

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B.O.S.S. Retirement Advisors's OKTA Position: Q1 2024 in Review

B.O.S.S. Retirement Advisors sold out of Okta (OKTA) in Q1 2024, closing a stake of 19,843 shares — an estimated $1.8M sold.

B.O.S.S. Retirement Advisors first reported a position in OKTA in Q4 2022 and held it in 5 quarters. The position peaked at $1.8M in Q4 2023. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 19,843 Okta shares in Q1 2024, an estimated $1.8M.
  • B.O.S.S. Retirement Advisors first reported a position in Okta in Q4 2022 and held it in 5 quarters.
  • B.O.S.S. Retirement Advisors's Okta position peaked at $1.8M in Q4 2023.
  • 654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.