FFN
OKTA icon

Focus Financial Network’s Okta OKTA Stock Holding History

Focus Financial Network’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
Q1 		– Sell
-6,910
Closed -$626K – 713
2023
Q4 		$626K Buy
+6,910
New +$527K 0.02% 408
2022
Q1 		– Sell
-4,791
Closed -$1.07M – 588
2021
Q4 		$1.07M Buy
4,791
+70
+1% +$16.7K 0.16% 130
2021
Q3 		$1.12M Sell
4,721
-222
-4% -$55.1K 0.15% 144
2021
Q2 		$1.21M Buy
4,943
+202
+4% +$48.8K 0.16% 137
2021
Q1 		$1.05M Buy
4,741
+3,479
+276% +$874K 0.12% 157
2020
Q4 		$321K Buy
1,262
+167
+15% +$39.7K 0.03% 338
2020
Q3 		$234K Sell
1,095
-1,012
-48% -$211K 0.02% 388
2020
Q2 		$422K Buy
+2,107
New +$358K 0.05% 262

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 $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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Financial Network's OKTA Position: Q1 2024 in Review

Focus Financial Network sold out of Okta (OKTA) in Q1 2024, closing a stake of 6,910 shares — an estimated $626K sold.

Focus Financial Network first reported a position in OKTA in Q2 2020 and held it in 8 quarters. The position peaked at $1.21M in Q2 2021. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • Focus Financial Network reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 6,910 Okta shares in Q1 2024, an estimated $626K.
  • Focus Financial Network first reported a position in Okta in Q2 2020 and held it in 8 quarters.
  • Focus Financial Network's Okta position peaked at $1.21M in Q2 2021.
  • 654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.