Institutional & Family Asset Management’s Okta OKTA Stock Holding History

Institutional & Family Asset Management’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	-3	Closed	-$272	–	769
2023 Q4	$272	Hold	3	–	–	﹤0.01%	689
2023 Q3	$245	Hold	3	–	–	﹤0.01%	694
2023 Q2	$208	Hold	3	–	–	﹤0.01%	730
2023 Q1	$259	Hold	3	–	–	﹤0.01%	705
2022 Q4	$205	Hold	3	–	–	﹤0.01%	697
2022 Q3	$0	Hold	3	–	–	﹤0.01%	752
2022 Q2	$0	Hold	3	–	–	﹤0.01%	773
2022 Q1	$0	Hold	3	–	–	﹤0.01%	818
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	742
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	859
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	907
2021 Q1	$1K	Buy	+3	New	+$754	﹤0.01%	885
2020 Q3	–	Sell	-150	Closed	-$30K	–	879
2020 Q2	$30K	Buy	+150	New	+$25.5K	0.01%	356

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's OKTA Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Okta (OKTA) in Q1 2024, closing a stake of 3 shares — an estimated $272 sold.

Institutional & Family Asset Management first reported a position in OKTA in Q2 2020 and held it in 13 quarters. The position peaked at $30K in Q2 2020. 655 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

Institutional & Family Asset Management reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 3 Okta shares in Q1 2024, an estimated $272.
Institutional & Family Asset Management first reported a position in Okta in Q2 2020 and held it in 13 quarters.
Institutional & Family Asset Management's Okta position peaked at $30K in Q2 2020.
655 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.