Bangor Savings Bank’s Okta OKTA Stock Holding History

Bangor Savings Bank’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 Q4	–	Sell	-14	Closed	-$1.04K	–	568
2024 Q3	$1.04K	Hold	14	–	–	﹤0.01%	523
2024 Q2	$1.31K	Hold	14	–	–	﹤0.01%	491
2024 Q1	$1.47K	Sell	14 -189	-93%	-$17.4K	﹤0.01%	480
2023 Q4	$18.4K	Sell	203 -12,466	-98%	-$951K	﹤0.01%	380
2023 Q3	$1.03M	Sell	12,669 -242	-2%	-$18.3K	0.12%	104
2023 Q2	$895K	Buy	+12,911	New	+$980K	0.1%	118

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bangor Savings Bank's OKTA Position: Q4 2024 in Review

Bangor Savings Bank sold out of Okta (OKTA) in Q4 2024, closing a stake of 14 shares — an estimated $1.04K sold.

Bangor Savings Bank first reported a position in OKTA in Q2 2023 and held it in 6 quarters. The position peaked at $1.03M in Q3 2023. 665 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

Bangor Savings Bank reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
Bangor Savings Bank sold 14 Okta shares in Q4 2024, an estimated $1.04K.
Bangor Savings Bank first reported a position in Okta in Q2 2023 and held it in 6 quarters.
Bangor Savings Bank's Okta position peaked at $1.03M in Q3 2023.
665 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Bangor Savings Bank's 13F filing for Q4 2024, filed 7 Jan 2025.