Naples Money Management’s Okta OKTA Stock Holding History

Naples Money 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	-40	Closed	-$3.62K	–	432
2023 Q4	$3.62K	Buy	+40	New	+$3.05K	﹤0.01%	276

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

Naples Money Management's OKTA Position: Q1 2024 in Review

Naples Money Management sold out of Okta (OKTA) in Q1 2024, closing a stake of 40 shares — an estimated $3.62K sold.

Naples Money Management first reported a position in OKTA in Q4 2023 and held it in 1 quarter. The position peaked at $3.62K in Q4 2023. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

Naples Money Management reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
Naples Money Management sold 40 Okta shares in Q1 2024, an estimated $3.62K.
Naples Money Management first reported a position in Okta in Q4 2023 and held it in 1 quarter.
Naples Money Management's Okta position peaked at $3.62K in Q4 2023.
654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Naples Money Management's 13F filing for Q1 2024, filed 30 Apr 2024.