CSWM
OKTA icon

Cassady Schiller Wealth Management’s Okta OKTA Stock Holding History

Cassady Schiller 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
Q4 		$1.18K Buy
+15
New +$1.16K ﹤0.01% 743

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
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
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's OKTA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Okta (OKTA) in Q4 2024: 15 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings.

665 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Cassady Schiller Wealth Management held 15 shares of Okta worth $1.18K as of Q4 2024.
  • Okta was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Okta made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #743 holding.
  • 665 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.