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Harbor Investment Advisory’s Okta OKTA Stock Holding History

Harbor Investment 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
-20
Closed -$1.49K – 1170
2024
Q3 		$1.49K Sell
20
-61
-75% -$5.33K ﹤0.01% 1085
2024
Q2 		$7.58K Buy
81
+5
+7% +$473 ﹤0.01% 904
2024
Q1 		$7.95K Sell
76
-27
-26% -$2.49K ﹤0.01% 898
2023
Q4 		$9.32K Sell
103
-41
-28% -$3.13K ﹤0.01% 841
2023
Q3 		$11.7K Sell
144
-3
-2% -$227 ﹤0.01% 791
2023
Q2 		$10.2K Buy
147
+7
+5% +$532 ﹤0.01% 1024
2023
Q1 		$12.1K Buy
140
+26
+23% +$1.98K ﹤0.01% 999
2022
Q4 		$7.79K Sell
114
-38
-25% -$2.17K ﹤0.01% 1049
2022
Q3 		$9K Buy
152
+58
+62% +$4.99K ﹤0.01% 1058
2022
Q2 		$8K Sell
94
-147
-61% -$15.9K ﹤0.01% 1071
2022
Q1 		$36K Hold
241
– – ﹤0.01% 817
2021
Q4 		$54K Sell
241
-60
-20% -$14.3K 0.01% 720
2021
Q3 		$71K Buy
301
+50
+20% +$12.4K 0.01% 619
2021
Q2 		$61K Hold
251
– – 0.01% 654
2021
Q1 		$55K Buy
251
+10
+4% +$2.51K 0.01% 653
2020
Q4 		$61K Buy
241
+161
+201% +$38.3K 0.01% 582
2020
Q3 		$17K Sell
80
-60
-43% -$12.5K ﹤0.01% 773
2020
Q2 		$28K Sell
140
-50
-26% -$8.49K 0.01% 559
2020
Q1 		$23K Buy
190
+110
+138% +$13.8K 0.01% 551
2019
Q4 		$9K Buy
+80
New +$9.21K ﹤0.01% 651

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harbor Investment Advisory's OKTA Position: Q4 2024 in Review

Harbor Investment Advisory sold out of Okta (OKTA) in Q4 2024, closing a stake of 20 shares — an estimated $1.49K sold.

Harbor Investment Advisory first reported a position in OKTA in Q4 2019 and held it in 20 quarters. The position peaked at $71K in Q3 2021. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Harbor Investment Advisory reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 20 Okta shares in Q4 2024, an estimated $1.49K.
  • Harbor Investment Advisory first reported a position in Okta in Q4 2019 and held it in 20 quarters.
  • Harbor Investment Advisory's Okta position peaked at $71K in Q3 2021.
  • 667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Harbor Investment Advisory's 13F filing for Q4 2024, filed 16 Jan 2025.