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Opal Wealth Advisors’s Okta OKTA Stock Holding History

Opal 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
2024
Q3 		– Sell
-105
Closed -$9.83K – 873
2024
Q2 		$9.83K Buy
+105
New +$9.94K ﹤0.01% 663

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Opal Wealth Advisors's OKTA Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Okta (OKTA) in Q3 2024, closing a stake of 105 shares — an estimated $9.83K sold.

Opal Wealth Advisors first reported a position in OKTA in Q2 2024 and held it in 1 quarter. The position peaked at $9.83K in Q2 2024. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 105 Okta shares in Q3 2024, an estimated $9.83K.
  • Opal Wealth Advisors first reported a position in Okta in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Okta position peaked at $9.83K in Q2 2024.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.