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Baldwin Wealth Partners’s Okta OKTA Stock Holding History

Baldwin Wealth Partners’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
Closed -$187 – 1149
2024
Q2 		$187 Buy
+2
New +$189 ﹤0.01% 760
2023
Q2 		– Sell
-1,110
Closed -$95.7K – 784
2023
Q1 		$95.7K Buy
1,110
+39
+4% +$2.97K 0.01% 327
2022
Q4 		$73.2K Buy
1,071
+711
+198% +$40.6K 0.01% 353
2022
Q3 		$21K Hold
360
– – ﹤0.01% 444
2022
Q2 		$33K Hold
360
– – ﹤0.01% 413
2022
Q1 		$54K Buy
360
+260
+260% +$46.6K 0.01% 361
2021
Q4 		$22K Buy
+100
New +$23.8K ﹤0.01% 449
2021
Q3 		– Sell
-945
Closed -$231K – 663
2021
Q2 		$231K Hold
945
– – 0.03% 184
2021
Q1 		$208K Buy
945
+345
+58% +$86.7K 0.02% 178
2020
Q4 		$153K Hold
600
– – 0.02% 202
2020
Q3 		$128K Buy
600
+100
+20% +$20.8K 0.02% 203
2020
Q2 		$100K Sell
500
-100
-17% -$17K 0.01% 225
2020
Q1 		$73K Hold
600
– – 0.01% 232
2019
Q4 		$70K Buy
600
+500
+500% +$57.6K 0.01% 273
2019
Q3 		$10K Hold
100
– – ﹤0.01% 455
2019
Q2 		$12K Sell
100
-50
-33% -$5.43K ﹤0.01% 437
2019
Q1 		$12K Hold
150
– – ﹤0.01% 439
2018
Q4 		$10K Hold
150
– – ﹤0.01% 437
2018
Q3 		$11K Buy
+150
New +$8.93K ﹤0.01% 457

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

Baldwin Wealth Partners's OKTA Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Okta (OKTA) in Q3 2024, closing a stake of 2 shares — an estimated $187 sold.

Baldwin Wealth Partners first reported a position in OKTA in Q3 2018 and held it in 19 quarters. The position peaked at $231K in Q2 2021. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2 Okta shares in Q3 2024, an estimated $187.
  • Baldwin Wealth Partners first reported a position in Okta in Q3 2018 and held it in 19 quarters.
  • Baldwin Wealth Partners's Okta position peaked at $231K in Q2 2021.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.