DT Investment Partners’s Okta OKTA Stock Holding History

DT Investment 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
2024 Q4	–	Sell	-30	Closed	-$2.23K	–	608
2024 Q3	$2.23K	Buy	+30	New	+$2.62K	﹤0.01%	600

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DT Investment Partners's OKTA Position: Q4 2024 in Review

DT Investment Partners sold out of Okta (OKTA) in Q4 2024, closing a stake of 30 shares — an estimated $2.23K sold.

DT Investment Partners first reported a position in OKTA in Q3 2024 and held it in 1 quarter. The position peaked at $2.23K in Q3 2024. 665 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

DT Investment Partners reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
DT Investment Partners sold 30 Okta shares in Q4 2024, an estimated $2.23K.
DT Investment Partners first reported a position in Okta in Q3 2024 and held it in 1 quarter.
DT Investment Partners's Okta position peaked at $2.23K in Q3 2024.
665 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on DT Investment Partners's 13F filing for Q4 2024, filed 30 Jan 2025.