Itau Unibanco Holding S.A.’s Okta OKTA Stock Holding History

Itau Unibanco Holding S.A.’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	-336	Closed	-$25K	–	416
2024 Q3	$25K	Buy	+336	New	+$29.4K	﹤0.01%	227
2023 Q4	–	Sell	-380	Closed	-$31K	–	483
2023 Q3	$31K	Buy	380 +93	+32%	+$7.05K	﹤0.01%	330
2023 Q2	$19.9K	Sell	287 -32	-10%	-$2.43K	﹤0.01%	417
2023 Q1	$27.5K	Sell	319 -4	-1%	-$304	﹤0.01%	375
2022 Q4	$22.1K	Buy	323 +47	+17%	+$2.68K	﹤0.01%	378
2022 Q3	$16K	Buy	276 +272	+6,800%	+$23.4K	﹤0.01%	466
2022 Q2	$0	Hold	4	–	–	﹤0.01%	574
2022 Q1	$1K	Buy	+4	New	+$717	﹤0.01%	486

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 $3.38T AUM 44.17% 1-Year Est. Return

CIP

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

Norges Bank Oslo, Norway $1T AUM

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

Itau Unibanco Holding S.A.'s OKTA Position: Q4 2024 in Review

Itau Unibanco Holding S.A. sold out of Okta (OKTA) in Q4 2024, closing a stake of 336 shares — an estimated $25K sold.

Itau Unibanco Holding S.A. first reported a position in OKTA in Q1 2022 and held it in 8 quarters. The position peaked at $31K in Q3 2023. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

Itau Unibanco Holding S.A. reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 336 Okta shares in Q4 2024, an estimated $25K.
Itau Unibanco Holding S.A. first reported a position in Okta in Q1 2022 and held it in 8 quarters.
Itau Unibanco Holding S.A.'s Okta position peaked at $31K in Q3 2023.
667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2024, filed 14 Feb 2025.