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Coppell Advisory Solutions’s Okta OKTA Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-739
Closed -$58.9K – 1373
2024
Q4 		$58.9K Sell
739
-108
-13% -$8.37K 0.01% 539
2024
Q3 		$62.7K Buy
847
+144
+20% +$12.6K 0.01% 496
2024
Q2 		$65.8K Buy
+703
New +$66.6K 0.01% 435
2023
Q4 		$62.6K Buy
+691
New +$52.7K 0.01% 449
2023
Q3 		– Sell
-658
Closed -$46.3K – 1445
2023
Q2 		$46.3K Buy
+658
New +$50K 0.01% 398

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Coppell Advisory Solutions's OKTA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Okta (OKTA) in Q1 2025, closing a stake of 739 shares — an estimated $58.9K sold.

Coppell Advisory Solutions first reported a position in OKTA in Q2 2023 and held it in 5 quarters. The position peaked at $65.8K in Q2 2024. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 739 Okta shares in Q1 2025, an estimated $58.9K.
  • Coppell Advisory Solutions first reported a position in Okta in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Okta position peaked at $65.8K in Q2 2024.
  • 735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.