LM Advisors’s Okta OKTA Stock Holding History

LM Advisors’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	-300	Closed	-$27.2K	–	565
2023 Q4	$27.2K	Buy	+300	New	+$22.9K	0.01%	397

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

LM Advisors's OKTA Position: Q1 2024 in Review

LM Advisors sold out of Okta (OKTA) in Q1 2024, closing a stake of 300 shares — an estimated $27.2K sold.

LM Advisors first reported a position in OKTA in Q4 2023 and held it in 1 quarter. The position peaked at $27.2K in Q4 2023. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

LM Advisors reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 300 Okta shares in Q1 2024, an estimated $27.2K.
LM Advisors first reported a position in Okta in Q4 2023 and held it in 1 quarter.
LM Advisors's Okta position peaked at $27.2K in Q4 2023.
654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.