Cedar Wealth Management’s Okta OKTA Stock Holding History

Cedar 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
2025 Q1	–	Sell	-32	Closed	-$2.52K	–	201
2024 Q4	$2.52K	Sell	32 -560	-95%	-$43.4K	﹤0.01%	169
2024 Q3	$44K	Hold	592	–	–	0.01%	156
2024 Q2	$55.4K	Sell	592 -6	-1%	-$568	0.02%	156
2024 Q1	$62.6K	Buy	598 +10	+2%	+$922	0.02%	156
2023 Q4	$53.2K	Buy	588 +104	+21%	+$7.93K	0.02%	155
2023 Q3	$39.5K	Buy	484 +17	+4%	+$1.29K	0.02%	168
2023 Q2	$32.4K	Buy	467 +92	+25%	+$6.99K	0.01%	185
2023 Q1	$32.3K	Buy	375 +124	+49%	+$9.44K	0.01%	183
2022 Q4	$17.2K	Hold	251	–	–	0.01%	203
2022 Q3	$14K	Hold	251	–	–	0.01%	234
2022 Q2	$23K	Buy	251 +39	+18%	+$4.21K	0.01%	217
2022 Q1	$32K	Buy	212 +6	+3%	+$1.07K	0.01%	215
2021 Q4	$46K	Buy	+206	New	+$49.1K	0.02%	185

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

WRCM

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

Cedar Wealth Management's OKTA Position: Q1 2025 in Review

Cedar Wealth Management sold out of Okta (OKTA) in Q1 2025, closing a stake of 32 shares — an estimated $2.52K sold.

Cedar Wealth Management first reported a position in OKTA in Q4 2021 and held it in 13 quarters. The position peaked at $62.6K in Q1 2024. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

Cedar Wealth Management reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
Cedar Wealth Management sold 32 Okta shares in Q1 2025, an estimated $2.52K.
Cedar Wealth Management first reported a position in Okta in Q4 2021 and held it in 13 quarters.
Cedar Wealth Management's Okta position peaked at $62.6K in Q1 2024.
735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Cedar Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.