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Pacifica Partners’s Okta OKTA Stock Holding History

Pacifica Partners’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
-153
Closed -$14.3K – 533
2024
Q2 		$14.3K Hold
153
– – 0.01% 329
2024
Q1 		$16.1K Buy
153
+133
+665% +$12.3K 0.01% 318
2023
Q4 		$1.45K Buy
+20
New +$1.53K ﹤0.01% 504
2023
Q2 		– Sell
-95
Closed -$7.57K – 499
2023
Q1 		$7.57K Buy
+95
New +$7.23K ﹤0.01% 345

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 $3.37T AUM 44.26% 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

Pacifica Partners's OKTA Position: Q3 2024 in Review

Pacifica Partners sold out of Okta (OKTA) in Q3 2024, closing a stake of 153 shares — an estimated $14.3K sold.

Pacifica Partners first reported a position in OKTA in Q1 2023 and held it in 4 quarters. The position peaked at $16.1K in Q1 2024. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Pacifica Partners reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Pacifica Partners sold 153 Okta shares in Q3 2024, an estimated $14.3K.
  • Pacifica Partners first reported a position in Okta in Q1 2023 and held it in 4 quarters.
  • Pacifica Partners's Okta position peaked at $16.1K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Pacifica Partners's 13F filing for Q3 2024, filed 7 Oct 2024.