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Macroview Investment Management’s Okta OKTA Stock Holding History

Macroview Investment 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
Q4 		– Sell
-149
Closed -$11.1K – 389
2024
Q3 		$11.1K Buy
149
+28
+23% +$2.45K 0.01% 221
2024
Q2 		$11.3K Buy
121
+12
+11% +$1.14K 0.01% 225
2024
Q1 		$11.4K Sell
109
-9
-8% -$830 0.01% 240
2023
Q4 		$10.7K Sell
118
-26
-18% -$1.98K 0.01% 245
2023
Q3 		$11.7K Sell
144
-17
-11% -$1.29K 0.02% 213
2023
Q2 		$11.2K Buy
161
+21
+15% +$1.59K 0.02% 246
2023
Q1 		$12.1K Buy
+140
New +$10.7K 0.02% 195
2022
Q1 		– Sell
-86
Closed -$19K – 463
2021
Q4 		$19K Buy
86
+84
+4,200% +$20K 0.02% 161
2021
Q3 		$0 Hold
2
– – ﹤0.01% 442
2021
Q2 		$0 Hold
2
– – ﹤0.01% 430
2021
Q1 		$0 Hold
2
– – ﹤0.01% 401
2020
Q4 		$1K Sell
2
-19
-90% -$4.52K ﹤0.01% 329
2020
Q3 		$4K Buy
+21
New +$4.38K 0.01% 189
2019
Q3 		– Sell
-32
Closed -$4K – 320
2019
Q2 		$4K Sell
32
-9
-22% -$977 0.01% 201
2019
Q1 		$3K Buy
+41
New +$3.25K 0.01% 258
2018
Q4 		– Sell
-51
Closed -$4K – 363
2018
Q3 		$4K Sell
51
-16
-24% -$953 0.01% 194
2018
Q2 		$3K Buy
+67
New +$3.19K 0.01% 206

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macroview Investment Management's OKTA Position: Q4 2024 in Review

Macroview Investment Management sold out of Okta (OKTA) in Q4 2024, closing a stake of 149 shares — an estimated $11.1K sold.

Macroview Investment Management first reported a position in OKTA in Q2 2018 and held it in 17 quarters. The position peaked at $19K in Q4 2021. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Macroview Investment Management reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 149 Okta shares in Q4 2024, an estimated $11.1K.
  • Macroview Investment Management first reported a position in Okta in Q2 2018 and held it in 17 quarters.
  • Macroview Investment Management's Okta position peaked at $19K in Q4 2021.
  • 667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.