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Duality Advisers’s Okta OKTA Stock Holding History

Duality Advisers’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
-2,930
Closed -$307K – 378
2024
Q1 		$307K Buy
+2,930
New +$270K 0.03% 517
2023
Q3 		– Sell
-28,397
Closed -$1.97M – 671
2023
Q2 		$1.97M Buy
+28,397
New +$2.16M 0.25% 156
2022
Q2 		– Sell
-19,229
Closed -$2.9M – 788
2022
Q1 		$2.9M Buy
+19,229
New +$3.45M 0.31% 87
2021
Q3 		– Sell
-19,249
Closed -$4.71M – 664
2021
Q2 		$4.71M Buy
+19,249
New +$4.65M 0.42% 60

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Duality Advisers's OKTA Position: Q2 2024 in Review

Duality Advisers sold out of Okta (OKTA) in Q2 2024, closing a stake of 2,930 shares — an estimated $307K sold.

Duality Advisers first reported a position in OKTA in Q2 2021 and held it in 4 quarters. The position peaked at $4.71M in Q2 2021. 636 funds tracked by Wall St. Rank hold OKTA as of Q2 2024.

  • Duality Advisers reported no remaining Okta position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 2,930 Okta shares in Q2 2024, an estimated $307K.
  • Duality Advisers first reported a position in Okta in Q2 2021 and held it in 4 quarters.
  • Duality Advisers's Okta position peaked at $4.71M in Q2 2021.
  • 636 funds tracked by Wall St. Rank held Okta as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.