Mezzasalma Advisors’s Okta OKTA Stock Holding History

Mezzasalma 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 Q2	–	Sell	-3,230	Closed	-$338K	–	96
2024 Q1	$338K	Sell	3,230 -1,390	-30%	-$128K	0.16%	69
2023 Q4	$418K	Sell	4,620 -60	-1%	-$4.58K	0.23%	51
2023 Q3	$381K	Hold	4,680	–	–	0.24%	52
2023 Q2	$325K	Hold	4,680	–	–	0.2%	61
2023 Q1	$404K	Sell	4,680 -270	-5%	-$20.6K	0.29%	51
2022 Q4	$338K	Sell	4,950 -860	-15%	-$49.1K	0.3%	56
2022 Q3	$330K	Hold	5,810	–	–	0.26%	52
2022 Q2	$525K	Hold	5,810	–	–	0.44%	37
2022 Q1	$877K	Sell	5,810 -300	-5%	-$53.8K	0.55%	31
2021 Q4	$1.37M	Sell	6,110 -10	-0.2%	-$2.38K	0.74%	30
2021 Q3	$1.45M	Hold	6,120	–	–	0.82%	27
2021 Q2	$1.5M	Hold	6,120	–	–	0.82%	27
2021 Q1	$1.35M	Hold	6,120	–	–	0.86%	27
2020 Q4	$1.56M	Buy	+6,120	New	+$1.45M	1%	26

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $26.9B AUM 34.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mezzasalma Advisors's OKTA Position: Q2 2024 in Review

Mezzasalma Advisors sold out of Okta (OKTA) in Q2 2024, closing a stake of 3,230 shares — an estimated $338K sold.

Mezzasalma Advisors first reported a position in OKTA in Q4 2020 and held it in 14 quarters. The position peaked at $1.56M in Q4 2020. 638 funds tracked by Wall St. Rank hold OKTA as of Q2 2024.

Mezzasalma Advisors reported no remaining Okta position as of Q2 2024 after selling out during the quarter.
Mezzasalma Advisors sold 3,230 Okta shares in Q2 2024, an estimated $338K.
Mezzasalma Advisors first reported a position in Okta in Q4 2020 and held it in 14 quarters.
Mezzasalma Advisors's Okta position peaked at $1.56M in Q4 2020.
638 funds tracked by Wall St. Rank held Okta as of Q2 2024.

Based on Mezzasalma Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.