Centerpoint Advisors’s Okta OKTA Stock Holding History

Centerpoint 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
2023 Q4	–	Sell	-3	Closed	–	–	549
2023 Q3	$0	Hold	3	–	–	﹤0.01%	613
2023 Q2	$0	Hold	3	–	–	﹤0.01%	608
2023 Q1	$0	Buy	+3	New	+$228	﹤0.01%	630

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Centerpoint Advisors's OKTA Position: Q4 2023 in Review

Centerpoint Advisors sold out of Okta (OKTA) in Q4 2023, closing a stake of 3 shares.

Centerpoint Advisors first reported a position in OKTA in Q1 2023 and held it in 3 quarters. The position peaked at $0 in Q3 2023. 620 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

Centerpoint Advisors reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 3 Okta shares in Q4 2023.
Centerpoint Advisors first reported a position in Okta in Q1 2023 and held it in 3 quarters.
Centerpoint Advisors's Okta position peaked at $0 in Q3 2023.
620 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.