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Castleview Partners’s Okta OKTA Stock Holding History

Castleview 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
Q1 		– Sell
-540
Closed -$48.9K – 931
2023
Q4 		$48.9K Buy
+540
New +$41.2K 0.03% 296

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castleview Partners's OKTA Position: Q1 2024 in Review

Castleview Partners sold out of Okta (OKTA) in Q1 2024, closing a stake of 540 shares — an estimated $48.9K sold.

Castleview Partners first reported a position in OKTA in Q4 2023 and held it in 1 quarter. The position peaked at $48.9K in Q4 2023. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • Castleview Partners reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
  • Castleview Partners sold 540 Okta shares in Q1 2024, an estimated $48.9K.
  • Castleview Partners first reported a position in Okta in Q4 2023 and held it in 1 quarter.
  • Castleview Partners's Okta position peaked at $48.9K in Q4 2023.
  • 654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Castleview Partners's 13F filing for Q1 2024, filed 10 May 2024.