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FinTrust Capital Advisors’s Okta OKTA Stock Holding History

FinTrust Capital Advisors’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
-66
Closed -$6.18K – 1422
2024
Q2 		$6.18K Hold
66
– – ﹤0.01% 996
2024
Q1 		$6.91K Hold
66
– – ﹤0.01% 922
2023
Q4 		$5.97K Buy
+66
New +$5.04K ﹤0.01% 916
2022
Q2 		– Sell
-110
Closed -$17K – 1280
2022
Q1 		$17K Buy
+110
New +$19.7K ﹤0.01% 802
2019
Q1 		– Sell
-280
Closed -$18K – 1316
2018
Q4 		$18K Buy
+280
New +$16.6K 0.01% 628

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

FinTrust Capital Advisors's OKTA Position: Q3 2024 in Review

FinTrust Capital Advisors sold out of Okta (OKTA) in Q3 2024, closing a stake of 66 shares — an estimated $6.18K sold.

FinTrust Capital Advisors first reported a position in OKTA in Q4 2018 and held it in 5 quarters. The position peaked at $18K in Q4 2018. 627 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • FinTrust Capital Advisors reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • FinTrust Capital Advisors sold 66 Okta shares in Q3 2024, an estimated $6.18K.
  • FinTrust Capital Advisors first reported a position in Okta in Q4 2018 and held it in 5 quarters.
  • FinTrust Capital Advisors's Okta position peaked at $18K in Q4 2018.
  • 627 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.