Great Lakes Retirement’s Okta OKTA Stock Holding History

Great Lakes Retirement’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	-390	Closed	-$36.5K	–	506
2024 Q2	$36.5K	Buy	+390	New	+$36.9K	0.01%	318

Other funds holding OKTA

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

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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Great Lakes Retirement's OKTA Position: Q3 2024 in Review

Great Lakes Retirement sold out of Okta (OKTA) in Q3 2024, closing a stake of 390 shares — an estimated $36.5K sold.

Great Lakes Retirement first reported a position in OKTA in Q2 2024 and held it in 1 quarter. The position peaked at $36.5K in Q2 2024. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

Great Lakes Retirement reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 390 Okta shares in Q3 2024, an estimated $36.5K.
Great Lakes Retirement first reported a position in Okta in Q2 2024 and held it in 1 quarter.
Great Lakes Retirement's Okta position peaked at $36.5K in Q2 2024.
629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.