JIP
OKTA icon

Jaffetilchin Investment Partners’s Okta OKTA Stock Holding History

Jaffetilchin Investment Partners’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
-29
Closed -$2.16K – 985
2024
Q3 		$2.16K Buy
+29
New +$2.53K ﹤0.01% 1169

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jaffetilchin Investment Partners's OKTA Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Okta (OKTA) in Q4 2024, closing a stake of 29 shares — an estimated $2.16K sold.

Jaffetilchin Investment Partners first reported a position in OKTA in Q3 2024 and held it in 1 quarter. The position peaked at $2.16K in Q3 2024. 666 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 29 Okta shares in Q4 2024, an estimated $2.16K.
  • Jaffetilchin Investment Partners first reported a position in Okta in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Okta position peaked at $2.16K in Q3 2024.
  • 666 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.