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B. Riley Wealth Advisors’s Okta OKTA Stock Holding History

B. Riley Wealth 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
Q3 		– Sell
-2,212
Closed -$207K – 1384
2024
Q2 		$207K Sell
2,212
-637
-22% -$60.3K 0.01% 1223
2024
Q1 		$232K Sell
2,849
-556
-16% -$51.3K 0.01% 1183
2023
Q4 		$308K Buy
3,405
+556
+20% +$42.4K 0.01% 1042
2023
Q3 		$232K Sell
2,849
-749
-21% -$56.8K 0.01% 1183
2023
Q2 		$250K Sell
3,598
-1,239
-26% -$94.1K 0.01% 1221
2023
Q1 		$417K Sell
4,837
-218
-4% -$16.6K 0.01% 888
2022
Q4 		$345K Sell
5,055
-59
-1% -$3.37K 0.01% 965
2022
Q3 		$291K Sell
5,114
-526
-9% -$45.3K 0.01% 1022
2022
Q2 		$510K Sell
5,640
-8,923
-61% -$964K 0.02% 653
2022
Q1 		$2.2M Sell
14,563
-349
-2% -$62.6K 0.07% 278
2021
Q4 		$3.34M Buy
14,912
+1,810
+14% +$431K 0.1% 230
2021
Q3 		$3.13M Buy
13,102
+75
+0.6% +$18.6K 0.1% 234
2021
Q2 		$3.13M Sell
13,027
-3,257
-20% -$786K 0.1% 238
2021
Q1 		$3.67M Buy
16,284
+3,225
+25% +$810K 0.13% 179
2020
Q4 		$3.32M Sell
13,059
-446
-3% -$106K 0.18% 129
2020
Q3 		$2.86M Buy
13,505
+2,290
+20% +$477K 0.15% 155
2020
Q2 		$2.25M Sell
11,215
-5,399
-32% -$917K 0.15% 150
2020
Q1 		$2.03M Buy
16,614
+2,123
+15% +$266K 0.17% 136
2019
Q4 		$1.67M Buy
14,491
+126
+0.9% +$14.5K 0.14% 164
2019
Q3 		$1.42M Buy
14,365
+1,442
+11% +$180K 0.14% 165
2019
Q2 		$1.6M Buy
12,923
+2,447
+23% +$266K 0.18% 122
2019
Q1 		$867K Buy
10,476
+4,076
+64% +$323K 0.11% 213
2018
Q4 		$409K Buy
+6,400
New +$379K 0.06% 356

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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 $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

B. Riley Wealth Advisors's OKTA Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Okta (OKTA) in Q3 2024, closing a stake of 2,212 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in OKTA in Q4 2018 and held it in 23 quarters. The position peaked at $3.67M in Q1 2021. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,212 Okta shares in Q3 2024, an estimated $207K.
  • B. Riley Wealth Advisors first reported a position in Okta in Q4 2018 and held it in 23 quarters.
  • B. Riley Wealth Advisors's Okta position peaked at $3.67M in Q1 2021.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.