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First Trust Direct Indexing’s Okta OKTA Stock Holding History

First Trust Direct Indexing’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
-3,084
Closed -$289K – 1003
2024
Q2 		$289K Buy
3,084
+236
+8% +$22.3K 0.02% 681
2024
Q1 		$298K Buy
2,848
+388
+16% +$35.8K 0.02% 613
2023
Q4 		$223K Sell
2,460
-324
-12% -$24.7K 0.02% 676
2023
Q3 		$227K Sell
2,784
-599
-18% -$45.4K 0.03% 606
2023
Q2 		$235K Sell
3,383
-287
-8% -$21.8K 0.03% 613
2023
Q1 		$317K Buy
3,670
+687
+23% +$52.3K 0.04% 526
2022
Q4 		$204K Buy
+2,983
New +$170K 0.03% 624
2022
Q1 		– Sell
-1,296
Closed -$291K – 692
2021
Q4 		$291K Buy
1,296
+66
+5% +$15.7K 0.04% 499
2021
Q3 		$292K Buy
+1,230
New +$305K 0.04% 482

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

First Trust Direct Indexing's OKTA Position: Q3 2024 in Review

First Trust Direct Indexing sold out of Okta (OKTA) in Q3 2024, closing a stake of 3,084 shares — an estimated $289K sold.

First Trust Direct Indexing first reported a position in OKTA in Q3 2021 and held it in 9 quarters. The position peaked at $317K in Q1 2023. 627 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • First Trust Direct Indexing reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,084 Okta shares in Q3 2024, an estimated $289K.
  • First Trust Direct Indexing first reported a position in Okta in Q3 2021 and held it in 9 quarters.
  • First Trust Direct Indexing's Okta position peaked at $317K in Q1 2023.
  • 627 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on First Trust Direct Indexing's 13F filing for Q3 2024, filed 25 Oct 2024.