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New Wave Wealth Advisors’s Okta OKTA Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-13
Closed -$1.02K – 502
2024
Q4 		$1.02K Buy
+13
New +$1.01K ﹤0.01% 625

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

New Wave Wealth Advisors's OKTA Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Okta (OKTA) in Q1 2025, closing a stake of 13 shares — an estimated $1.02K sold.

New Wave Wealth Advisors first reported a position in OKTA in Q4 2024 and held it in 1 quarter. The position peaked at $1.02K in Q4 2024. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 13 Okta shares in Q1 2025, an estimated $1.02K.
  • New Wave Wealth Advisors first reported a position in Okta in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Okta position peaked at $1.02K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.