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Catalyst Capital Advisors’s Okta OKTA Stock Holding History

Catalyst Capital Advisors’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
-749
Closed -$55.7K – 567
2024
Q3 		$55.7K Buy
+749
New +$65.4K ﹤0.01% 326
2022
Q4 		– Sell
-2,820
Closed -$161K – 333
2022
Q3 		$161K Sell
2,820
-5,364
-66% -$461K 0.01% 205
2022
Q2 		$740K Sell
8,184
-483
-6% -$52.2K 0.03% 160
2022
Q1 		$1.31M Buy
8,667
+23
+0.3% +$4.12K 0.06% 155
2021
Q4 		$1.94M Sell
8,644
-1,232
-12% -$293K 0.09% 136
2021
Q3 		$2.34M Buy
9,876
+3,612
+58% +$897K 0.12% 122
2021
Q2 		$1.53M Buy
6,264
+2
+0% +$483 0.08% 155
2021
Q1 		$1.38M Sell
6,262
-13
-0.2% -$3.27K 0.08% 151
2020
Q4 		$1.6M Sell
6,275
-3,125
-33% -$743K 0.09% 123
2020
Q3 		$2.01M Hold
9,400
– – 0.11% 100
2020
Q2 		$1.88M Buy
+9,400
New +$1.6M 0.1% 99
2019
Q4 		– Sell
-251
Closed -$25K – 386
2019
Q3 		$25K Buy
251
+55
+28% +$6.87K ﹤0.01% 287
2019
Q2 		$24K Buy
196
+52
+36% +$5.64K ﹤0.01% 257
2019
Q1 		$12K Sell
144
-10
-6% -$792 ﹤0.01% 284
2018
Q4 		$10K Buy
+154
New +$9.13K ﹤0.01% 304
2017
Q4 		– Sell
-775
Closed -$22K – 475
2017
Q3 		$22K Hold
775
– – ﹤0.01% 331
2017
Q2 		$18K Buy
+775
New +$19.2K ﹤0.01% 364

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Catalyst Capital Advisors's OKTA Position: Q4 2024 in Review

Catalyst Capital Advisors sold out of Okta (OKTA) in Q4 2024, closing a stake of 749 shares — an estimated $55.7K sold.

Catalyst Capital Advisors first reported a position in OKTA in Q2 2017 and held it in 17 quarters. The position peaked at $2.34M in Q3 2021. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Catalyst Capital Advisors reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Catalyst Capital Advisors sold 749 Okta shares in Q4 2024, an estimated $55.7K.
  • Catalyst Capital Advisors first reported a position in Okta in Q2 2017 and held it in 17 quarters.
  • Catalyst Capital Advisors's Okta position peaked at $2.34M in Q3 2021.
  • 667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Catalyst Capital Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.