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Cetera Advisor Networks’s Okta OKTA Stock Holding History

Cetera Advisor Networks’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 		$382K Buy
3,653
+1,256
+52% +$116K ﹤0.01% 2111
2023
Q4 		$217K Sell
2,397
-556
-19% -$42.4K ﹤0.01% 2470
2023
Q3 		$241K Sell
2,953
-4,781
-62% -$363K ﹤0.01% 2295
2023
Q2 		$536K Buy
7,734
+27
+0.4% +$2.05K ﹤0.01% 1663
2023
Q1 		$665K Buy
+7,707
New +$587K ﹤0.01% 1498
2022
Q4 		– Sell
-4,182
Closed -$238K – 2578
2022
Q3 		$238K Buy
4,182
+92
+2% +$7.92K ﹤0.01% 1745
2022
Q2 		$370K Buy
4,090
+904
+28% +$97.6K ﹤0.01% 1485
2022
Q1 		$481K Sell
3,186
-422
-12% -$75.6K 0.01% 1320
2021
Q4 		$809K Sell
3,608
-441
-11% -$105K 0.01% 998
2021
Q3 		$961K Sell
4,049
-546
-12% -$136K 0.01% 859
2021
Q2 		$1.12M Buy
4,595
+1,820
+66% +$439K 0.02% 780
2021
Q1 		$612K Buy
2,775
+593
+27% +$149K 0.01% 782
2020
Q4 		$555K Buy
2,182
+1
+0% +$238 0.01% 748
2020
Q3 		$466K Buy
2,181
+35
+2% +$7.3K 0.01% 738
2020
Q2 		$430K Sell
2,146
-245
-10% -$41.6K 0.01% 757
2020
Q1 		$292K Buy
2,391
+636
+36% +$79.8K 0.01% 817
2019
Q4 		$205K Buy
+1,755
New +$202K 0.01% 1146

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

Cetera Advisor Networks's OKTA Position: Q1 2024 in Review

Cetera Advisor Networks increased its Okta (OKTA) stake by 52% in Q1 2024, buying an estimated $116K and bringing the position to 3,653 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Cetera Advisor Networks first reported a position in OKTA in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.12M in Q2 2021. 655 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • Cetera Advisor Networks held 3,653 shares of Okta worth $382K as of Q1 2024.
  • Cetera Advisor Networks bought 1,256 Okta shares in Q1 2024, an estimated $116K.
  • Okta made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2111 holding.
  • Cetera Advisor Networks first reported a position in Okta in Q4 2019 and has held it in 17 quarters since.
  • Cetera Advisor Networks's Okta position peaked at $1.12M in Q2 2021.
  • 655 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.