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IBEX Wealth Advisors’s Okta OKTA Stock Holding History

IBEX Wealth Advisors’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
-298
Closed -$27.9K – 215
2024
Q2 		$27.9K Buy
+298
New +$28.2K ﹤0.01% 180

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

IBEX Wealth Advisors's OKTA Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Okta (OKTA) in Q3 2024, closing a stake of 298 shares — an estimated $27.9K sold.

IBEX Wealth Advisors first reported a position in OKTA in Q2 2024 and held it in 1 quarter. The position peaked at $27.9K in Q2 2024. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 298 Okta shares in Q3 2024, an estimated $27.9K.
  • IBEX Wealth Advisors first reported a position in Okta in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's Okta position peaked at $27.9K in Q2 2024.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.