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Baker Tilly Wealth Management’s Okta OKTA Stock Holding History

Baker Tilly Wealth Management’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
Q2 		– Sell
-2,243
Closed -$235K – 373
2024
Q1 		$235K Hold
2,243
– – 0.04% 384
2023
Q4 		$203K Buy
+2,243
New +$171K 0.03% 451
2022
Q1 		– Sell
-994
Closed -$223K – 551
2021
Q4 		$223K Buy
994
+22
+2% +$5.24K 0.02% 487
2021
Q3 		$231K Buy
972
+36
+4% +$8.94K 0.03% 461
2021
Q2 		$229K Buy
+936
New +$226K 0.04% 453

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
First Trust Advisors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Tilly Wealth Management's OKTA Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Okta (OKTA) in Q2 2024, closing a stake of 2,243 shares — an estimated $235K sold.

Baker Tilly Wealth Management first reported a position in OKTA in Q2 2021 and held it in 5 quarters. The position peaked at $235K in Q1 2024. 638 funds tracked by Wall St. Rank hold OKTA as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Okta position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,243 Okta shares in Q2 2024, an estimated $235K.
  • Baker Tilly Wealth Management first reported a position in Okta in Q2 2021 and held it in 5 quarters.
  • Baker Tilly Wealth Management's Okta position peaked at $235K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held Okta as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.