Loring Wolcott & Coolidge Fiduciary Advisors’s Okta OKTA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q3	–	Sell	-40	Closed	-$4.02K	–	589
2024 Q2	$4.02K	Buy	+40	New	+$3.79K	﹤0.01%	525
2022 Q2	–	Sell	-40	Closed	-$6K	–	668
2022 Q1	$6K	Sell	40 -38	-49%	-$6.81K	﹤0.01%	577
2021 Q4	$17K	Hold	78	–	–	﹤0.01%	550
2021 Q3	$19K	Hold	78	–	–	﹤0.01%	528
2021 Q2	$19K	Buy	+78	New	+$18.8K	﹤0.01%	544
2021 Q1	–	Sell	-56	Closed	-$14K	–	573
2020 Q4	$14K	Buy	56 +16	+40%	+$3.8K	﹤0.01%	536
2020 Q3	$9K	Hold	40	–	–	﹤0.01%	515
2020 Q2	$8K	Hold	40	–	–	﹤0.01%	511
2020 Q1	$5K	Hold	40	–	–	﹤0.01%	586
2019 Q4	$5K	Hold	40	–	–	﹤0.01%	610
2019 Q3	$4K	Buy	40 +23	+135%	+$2.87K	﹤0.01%	615
2019 Q2	$2K	Buy	17 +5	+42%	+$543	﹤0.01%	668
2019 Q1	$0	Buy	+12	New	+$950	﹤0.01%	740

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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 $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's OKTA Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Okta (OKTA) in Q3 2024, closing a stake of 40 shares — an estimated $4.02K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OKTA in Q1 2019 and held it in 13 quarters. The position peaked at $19K in Q3 2021. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 40 Okta shares in Q3 2024, an estimated $4.02K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Okta in Q1 2019 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Okta position peaked at $19K in Q3 2021.
629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.