GoalVest Advisory’s Okta OKTA Stock Holding History

GoalVest Advisory’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	-410	Closed	-$30.5K	–	420
2024 Q3	$30.5K	Hold	410	–	–	0.01%	230
2024 Q2	$38.4K	Hold	410	–	–	0.01%	190
2024 Q1	$42.9K	Hold	410	–	–	0.01%	204
2023 Q4	$37.1K	Hold	410	–	–	0.02%	165
2023 Q3	$33.4K	Hold	410	–	–	0.02%	173
2023 Q2	$28.4K	Hold	410	–	–	0.01%	174
2023 Q1	$35.4K	Buy	410 +168	+69%	+$12.8K	0.02%	128
2022 Q4	$16.5K	Hold	242	–	–	0.01%	169
2022 Q3	$14K	Hold	242	–	–	0.01%	176
2022 Q2	$25K	Hold	242	–	–	0.02%	202
2022 Q1	$37K	Buy	+242	New	+$43.4K	0.02%	171
2021 Q2	$59K	Hold	242	–	–	0.04%	145
2021 Q1	$53K	Hold	242	–	–	0.04%	124
2020 Q4	$62K	Buy	+242	New	+$57.5K	0.05%	106

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GoalVest Advisory's OKTA Position: Q4 2024 in Review

GoalVest Advisory sold out of Okta (OKTA) in Q4 2024, closing a stake of 410 shares — an estimated $30.5K sold.

GoalVest Advisory first reported a position in OKTA in Q4 2020 and held it in 14 quarters. The position peaked at $62K in Q4 2020. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

GoalVest Advisory reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
GoalVest Advisory sold 410 Okta shares in Q4 2024, an estimated $30.5K.
GoalVest Advisory first reported a position in Okta in Q4 2020 and held it in 14 quarters.
GoalVest Advisory's Okta position peaked at $62K in Q4 2020.
667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.