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Creekmur Asset Management’s Okta OKTA Stock Holding History

Creekmur Asset Management’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
Q3 		– Sell
-30
Closed -$2.81K – 1090
2024
Q2 		$2.81K Hold
30
– – ﹤0.01% 659
2024
Q1 		$3.14K Hold
30
– – ﹤0.01% 618
2023
Q4 		$2.72K Buy
+30
New +$2.29K ﹤0.01% 659

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Creekmur Asset Management's OKTA Position: Q3 2024 in Review

Creekmur Asset Management sold out of Okta (OKTA) in Q3 2024, closing a stake of 30 shares — an estimated $2.81K sold.

Creekmur Asset Management first reported a position in OKTA in Q4 2023 and held it in 3 quarters. The position peaked at $3.14K in Q1 2024. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Creekmur Asset Management reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 30 Okta shares in Q3 2024, an estimated $2.81K.
  • Creekmur Asset Management first reported a position in Okta in Q4 2023 and held it in 3 quarters.
  • Creekmur Asset Management's Okta position peaked at $3.14K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.