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Legacy Investment Solutions’s Okta OKTA Stock Holding History

Legacy Investment Solutions’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 		$43.7K Buy
451
+43
+11% +$3.33K 0.03% 131
2024
Q3 		$32K Buy
+408
New +$35.6K 0.02% 153

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

Legacy Investment Solutions's OKTA Position: Q4 2024 in Review

Legacy Investment Solutions increased its Okta (OKTA) stake by 11% in Q4 2024, buying an estimated $3.33K and bringing the position to 451 shares worth $43.7K. The position accounts for 0.03% of the portfolio, ranked #131.

Legacy Investment Solutions first reported a position in OKTA in Q3 2024 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Legacy Investment Solutions held 451 shares of Okta worth $43.7K as of Q4 2024.
  • Legacy Investment Solutions bought 43 Okta shares in Q4 2024, an estimated $3.33K.
  • Okta made up 0.03% of Legacy Investment Solutions's portfolio in Q4 2024, its #131 holding.
  • Legacy Investment Solutions first reported a position in Okta in Q3 2024 and has held it in 2 quarters since.
  • 665 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.