Optimum Investment Advisors’s Okta OKTA Stock Holding History

Optimum Investment 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
2022 Q3	–	Sell	-700	Closed	-$1K	–	860
2022 Q2	$1K	Buy	+700	New	+$75.6K	﹤0.01%	799

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Optimum Investment Advisors's OKTA Position: Q3 2024 in Review

Optimum Investment Advisors sold out of Okta (OKTA) in Q3 2024, closing a stake of 150 shares — an estimated $14K sold.

Optimum Investment Advisors first reported a position in OKTA in Q1 2019 and held it in 22 quarters. The position peaked at $287K in Q2 2021. 628 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

Optimum Investment Advisors reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
Optimum Investment Advisors sold 150 Okta shares in Q3 2024, an estimated $14K.
Optimum Investment Advisors first reported a position in Okta in Q1 2019 and held it in 22 quarters.
Optimum Investment Advisors's Okta position peaked at $287K in Q2 2021.
628 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Optimum Investment Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.