BOK Financial Private Wealth’s Okta OKTA Stock Holding History

BOK Financial Private Wealth’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	-100	Closed	-$7.43K	–	672
2024 Q3	$7.43K	Buy	+100	New	+$8.74K	﹤0.01%	413
2023 Q2	–	Sell	-50	Closed	-$4.31K	–	427
2023 Q1	$4.31K	Buy	+50	New	+$3.81K	﹤0.01%	372

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

BOK Financial Private Wealth's OKTA Position: Q4 2024 in Review

BOK Financial Private Wealth sold out of Okta (OKTA) in Q4 2024, closing a stake of 100 shares — an estimated $7.43K sold.

BOK Financial Private Wealth first reported a position in OKTA in Q1 2023 and held it in 2 quarters. The position peaked at $7.43K in Q3 2024. 665 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

BOK Financial Private Wealth reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
BOK Financial Private Wealth sold 100 Okta shares in Q4 2024, an estimated $7.43K.
BOK Financial Private Wealth first reported a position in Okta in Q1 2023 and held it in 2 quarters.
BOK Financial Private Wealth's Okta position peaked at $7.43K in Q3 2024.
665 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on BOK Financial Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.