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CM Wealth Advisors’s Okta OKTA Stock Holding History

CM Wealth 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
Q2 		– Sell
-4,560
Closed -$449K – 147
2024
Q1 		$449K Buy
+4,560
New +$421K 0.13% 87
2023
Q3 		– Sell
-4,717
Closed -$349K – 145
2023
Q2 		$349K Hold
4,717
– – 0.11% 92
2023
Q1 		$327K Buy
+4,717
New +$359K 0.06% 304

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CM Wealth Advisors's OKTA Position: Q2 2024 in Review

CM Wealth Advisors sold out of Okta (OKTA) in Q2 2024, closing a stake of 4,560 shares — an estimated $449K sold.

CM Wealth Advisors first reported a position in OKTA in Q1 2023 and held it in 3 quarters. The position peaked at $449K in Q1 2024. 638 funds tracked by Wall St. Rank hold OKTA as of Q2 2024.

  • CM Wealth Advisors reported no remaining Okta position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 4,560 Okta shares in Q2 2024, an estimated $449K.
  • CM Wealth Advisors first reported a position in Okta in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Okta position peaked at $449K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held Okta as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.