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Lee Financial’s Okta OKTA Stock Holding History

Lee Financial’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
-8
Closed -$725 – 609
2023
Q4 		$725 Sell
8
-16
-67% -$1.22K ﹤0.01% 809
2023
Q3 		$1.96K Hold
24
– – ﹤0.01% 687
2023
Q2 		$1.67K Hold
24
– – ﹤0.01% 690
2023
Q1 		$2.07K Buy
+24
New +$1.83K ﹤0.01% 669
2022
Q3 		– Sell
-9
Closed -$1K – 957
2022
Q2 		$1K Buy
9
+2
+29% +$216 ﹤0.01% 806
2022
Q1 		$1K Hold
7
– – ﹤0.01% 729
2021
Q4 		$2K Hold
7
– – ﹤0.01% 765
2021
Q3 		$2K Hold
7
– – ﹤0.01% 637
2021
Q2 		$2K Buy
+7
New +$1.69K ﹤0.01% 600
2020
Q4 		– Sell
-240
Closed -$51K – 524
2020
Q3 		$51K Buy
+240
New +$50K 0.01% 230
2019
Q4 		– Sell
-600
Closed -$59K – 513
2019
Q3 		$59K Buy
+600
New +$74.9K 0.01% 178
2019
Q1 		– Sell
-600
Closed -$38K – 537
2018
Q4 		$38K Buy
+600
New +$35.6K 0.01% 198

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 $2.3T AUM 54.33% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Lee Financial's OKTA Position: Q1 2024 in Review

Lee Financial sold out of Okta (OKTA) in Q1 2024, closing a stake of 8 shares — an estimated $725 sold.

Lee Financial first reported a position in OKTA in Q4 2018 and held it in 12 quarters. The position peaked at $59K in Q3 2019. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • Lee Financial reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 8 Okta shares in Q1 2024, an estimated $725.
  • Lee Financial first reported a position in Okta in Q4 2018 and held it in 12 quarters.
  • Lee Financial's Okta position peaked at $59K in Q3 2019.
  • 654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.