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Financial Advocates Investment Management’s Okta OKTA Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-3,064
Closed -$228K – 796
2024
Q3 		$228K Buy
+3,064
New +$268K 0.01% 687
2021
Q2 		– Sell
-1,630
Closed -$359K – 809
2021
Q1 		$359K Buy
+1,630
New +$410K 0.03% 560

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Advocates Investment Management's OKTA Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Okta (OKTA) in Q4 2024, closing a stake of 3,064 shares — an estimated $228K sold.

Financial Advocates Investment Management first reported a position in OKTA in Q1 2021 and held it in 2 quarters. The position peaked at $359K in Q1 2021. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,064 Okta shares in Q4 2024, an estimated $228K.
  • Financial Advocates Investment Management first reported a position in Okta in Q1 2021 and held it in 2 quarters.
  • Financial Advocates Investment Management's Okta position peaked at $359K in Q1 2021.
  • 667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.