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Northwest Capital Management’s Okta OKTA Stock Holding History

Northwest Capital 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
-70
Closed -$5.2K – 459
2024
Q3 		$5.2K Hold
70
– – ﹤0.01% 355
2024
Q2 		$6.55K Hold
70
– – ﹤0.01% 344
2024
Q1 		$7.32K Hold
70
– – ﹤0.01% 411
2023
Q4 		$6.34K Hold
70
– – ﹤0.01% 419
2023
Q3 		$5.71K Sell
70
-51
-42% -$3.87K ﹤0.01% 417
2023
Q2 		$8.39K Buy
+121
New +$9.19K ﹤0.01% 388

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

Northwest Capital Management's OKTA Position: Q4 2024 in Review

Northwest Capital Management sold out of Okta (OKTA) in Q4 2024, closing a stake of 70 shares — an estimated $5.2K sold.

Northwest Capital Management first reported a position in OKTA in Q2 2023 and held it in 6 quarters. The position peaked at $8.39K in Q2 2023. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Northwest Capital Management reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Northwest Capital Management sold 70 Okta shares in Q4 2024, an estimated $5.2K.
  • Northwest Capital Management first reported a position in Okta in Q2 2023 and held it in 6 quarters.
  • Northwest Capital Management's Okta position peaked at $8.39K in Q2 2023.
  • 667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Northwest Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.