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Baystate Wealth Management’s Okta OKTA Stock Holding History

Baystate 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
2023
Q4 		$317 Buy
3
+2
+200% +$153 ﹤0.01% 1236
2023
Q3 		$82 Buy
+1
New +$76 ﹤0.01% 1006
2021
Q3 		– Sell
-23
Closed -$6K – 872
2021
Q2 		$6K Hold
23
– – ﹤0.01% 562
2021
Q1 		$5K Hold
23
– – ﹤0.01% 519
2020
Q4 		$6K Buy
23
+9
+64% +$2.14K ﹤0.01% 479
2020
Q3 		$3K Buy
+14
New +$2.92K ﹤0.01% 503

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
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
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Baystate Wealth Management's OKTA Position: Q4 2023 in Review

Baystate Wealth Management increased its Okta (OKTA) stake by 200% in Q4 2023, buying an estimated $153 and bringing the position to 3 shares worth $317. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Baystate Wealth Management first reported a position in OKTA in Q3 2020 and has held it in 6 quarters since. The position peaked at $6K in Q2 2021. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Baystate Wealth Management held 3 shares of Okta worth $317 as of Q4 2023.
  • Baystate Wealth Management bought 2 Okta shares in Q4 2023, an estimated $153.
  • Okta made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1236 holding.
  • Baystate Wealth Management first reported a position in Okta in Q3 2020 and has held it in 6 quarters since.
  • Baystate Wealth Management's Okta position peaked at $6K in Q2 2021.
  • 621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.