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Concord Wealth Partners’s Okta OKTA Stock Holding History

Concord Wealth Partners’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
-54
Closed -$4.4K – 958
2023
Q3 		$4.4K Buy
+54
New +$4.09K ﹤0.01% 741
2022
Q3 		– Sell
-3
Closed – – 811
2022
Q2 		$0 Sell
3
-38
-93% -$4.1K ﹤0.01% 1332
2022
Q1 		$6K Sell
41
-52
-56% -$9.32K ﹤0.01% 877
2021
Q4 		$21K Buy
93
+66
+244% +$15.7K 0.01% 633
2021
Q3 		$6K Buy
27
+7
+35% +$1.74K ﹤0.01% 559
2021
Q2 		$5K Buy
+20
New +$4.83K ﹤0.01% 737

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 $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Concord Wealth Partners's OKTA Position: Q4 2023 in Review

Concord Wealth Partners sold out of Okta (OKTA) in Q4 2023, closing a stake of 54 shares — an estimated $4.4K sold.

Concord Wealth Partners first reported a position in OKTA in Q2 2021 and held it in 6 quarters. The position peaked at $21K in Q4 2021. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Concord Wealth Partners reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 54 Okta shares in Q4 2023, an estimated $4.4K.
  • Concord Wealth Partners first reported a position in Okta in Q2 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Okta position peaked at $21K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.