Proffitt & Goodson’s Okta OKTA Stock Holding History

Proffitt & Goodson’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	-40	Closed	-$2.97K	–	294
2024 Q3	$2.97K	Buy	+40	New	+$3.5K	﹤0.01%	256

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Proffitt & Goodson's OKTA Position: Q4 2024 in Review

Proffitt & Goodson sold out of Okta (OKTA) in Q4 2024, closing a stake of 40 shares — an estimated $2.97K sold.

Proffitt & Goodson first reported a position in OKTA in Q3 2024 and held it in 1 quarter. The position peaked at $2.97K in Q3 2024. 665 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

Proffitt & Goodson reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
Proffitt & Goodson sold 40 Okta shares in Q4 2024, an estimated $2.97K.
Proffitt & Goodson first reported a position in Okta in Q3 2024 and held it in 1 quarter.
Proffitt & Goodson's Okta position peaked at $2.97K in Q3 2024.
665 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Proffitt & Goodson's 13F filing for Q4 2024, filed 5 Feb 2025.