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Long Island Wealth Management’s Okta OKTA Stock Holding History

Long Island Wealth Management’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
-56
Closed -$5K – 297
2023
Q4 		$5K Buy
+56
New +$4.27K ﹤0.01% 278

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

Long Island Wealth Management's OKTA Position: Q1 2024 in Review

Long Island Wealth Management sold out of Okta (OKTA) in Q1 2024, closing a stake of 56 shares — an estimated $5K sold.

Long Island Wealth Management first reported a position in OKTA in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • Long Island Wealth Management reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 56 Okta shares in Q1 2024, an estimated $5K.
  • Long Island Wealth Management first reported a position in Okta in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Okta position peaked at $5K in Q4 2023.
  • 654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.