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Kapitalo Investimentos’s Okta OKTA Stock Holding History

Kapitalo Investimentos’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 		– Sell
-7,959
Closed -$833K – 266
2024
Q1 		$833K Buy
+7,959
New +$734K 0.18% 52
2023
Q3 		– Sell
-683
Closed -$47.4K – 653
2023
Q2 		$47.4K Buy
+683
New +$51.9K 0.01% 405

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kapitalo Investimentos's OKTA Position: Q2 2024 in Review

Kapitalo Investimentos sold out of Okta (OKTA) in Q2 2024, closing a stake of 7,959 shares — an estimated $833K sold.

Kapitalo Investimentos first reported a position in OKTA in Q2 2023 and held it in 2 quarters. The position peaked at $833K in Q1 2024. 638 funds tracked by Wall St. Rank hold OKTA as of Q2 2024.

  • Kapitalo Investimentos reported no remaining Okta position as of Q2 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 7,959 Okta shares in Q2 2024, an estimated $833K.
  • Kapitalo Investimentos first reported a position in Okta in Q2 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Okta position peaked at $833K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held Okta as of Q2 2024.

Based on Kapitalo Investimentos's 13F filing for Q2 2024, filed 14 Aug 2024.