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Legacy Wealth Management (Idaho)’s Okta OKTA Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q1 		– Sell
-451
Closed -$43.7K – 846
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s OKTA Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of Okta (OKTA) in Q1 2025, closing a stake of 451 shares — an estimated $43.7K sold.

Legacy Wealth Management (Idaho) first reported a position in OKTA in Q3 2024 and held it in 2 quarters. The position peaked at $43.7K in Q4 2024. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 451 Okta shares in Q1 2025, an estimated $43.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Okta in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Okta position peaked at $43.7K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.