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Cetera Advisors’s Okta OKTA Stock Holding History

Cetera 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
Q1 		$946K Buy
+9,042
New +$834K 0.01% 1187
2021
Q4 		– Sell
-843
Closed -$200K – 1503
2021
Q3 		$200K Buy
+843
New +$209K ﹤0.01% 1307
2020
Q4 		– Sell
-1,550
Closed -$331K – 1062
2020
Q3 		$331K Buy
+1,550
New +$323K 0.01% 696
2018
Q4 		– Sell
-6,734
Closed -$473K – 933
2018
Q3 		$473K Buy
6,734
+44
+0.7% +$2.62K 0.02% 586
2018
Q2 		$336K Buy
6,690
+1,458
+28% +$69.4K 0.02% 628
2018
Q1 		$209K Buy
+5,232
New +$175K 0.01% 718

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 Advisors's OKTA Position: Q1 2024 in Review

Cetera Advisors opened a new position in Okta (OKTA) in Q1 2024: 9,042 shares worth $946K. The stake represents 0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in OKTA as recently as Q3 2021.

Cetera Advisors first reported a position in OKTA in Q1 2018 and has held it in 6 quarters since. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • Cetera Advisors held 9,042 shares of Okta worth $946K as of Q1 2024.
  • Okta was a new Cetera Advisors position in Q1 2024.
  • Okta made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1187 holding.
  • Cetera Advisors first reported a position in Okta in Q1 2018 and has held it in 6 quarters since.
  • 654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

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