Janiczek Wealth Management’s Okta OKTA Stock Holding History

Janiczek Wealth 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 Q2	$1.12K	Sell	12 -37	-76%	-$3.5K	﹤0.01%	916
2024 Q1	$5.13K	Buy	49 +5	+11%	+$461	﹤0.01%	762
2023 Q4	$3.98K	Hold	44	–	–	﹤0.01%	774
2023 Q3	$3.59K	Hold	44	–	–	﹤0.01%	762
2023 Q2	$3.05K	Hold	44	–	–	﹤0.01%	723
2023 Q1	$3.27K	Buy	44 +37	+529%	+$2.82K	﹤0.01%	720
2022 Q4	$461	Buy	+7	New	+$400	﹤0.01%	919
2021 Q4	–	Sell	-8	Closed	-$2K	–	1071
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	819
2021 Q2	$2K	Sell	8 -12	-60%	-$2.9K	﹤0.01%	774
2021 Q1	$4K	Buy	20 +15	+300%	+$3.77K	﹤0.01%	678
2020 Q4	$1K	Buy	+5	New	+$1.19K	﹤0.01%	756

Other funds holding OKTA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Janiczek Wealth Management's OKTA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Okta (OKTA) stake by 76% in Q2 2024, selling an estimated $3.5K and leaving 12 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Janiczek Wealth Management first reported a position in OKTA in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.13K in Q1 2024. 636 funds tracked by Wall St. Rank hold OKTA as of Q2 2024.

Janiczek Wealth Management held 12 shares of Okta worth $1.12K as of Q2 2024.
Janiczek Wealth Management sold 37 Okta shares in Q2 2024, an estimated $3.5K.
Okta made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #916 holding.
Janiczek Wealth Management first reported a position in Okta in Q4 2020 and has held it in 11 quarters since.
Janiczek Wealth Management's Okta position peaked at $5.13K in Q1 2024.
636 funds tracked by Wall St. Rank held Okta as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.