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Quintet Private Bank (Europe)’s Okta OKTA Stock Holding History

Quintet Private Bank (Europe)’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
Q1 		– Sell
-783
Closed -$70.9K – 248
2023
Q4 		$70.9K Sell
783
-1
-0.1% -$76 ﹤0.01% 145
2023
Q3 		$63.9K Buy
+784
New +$59.4K ﹤0.01% 163

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
American Century Companies
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quintet Private Bank (Europe)'s OKTA Position: Q1 2024 in Review

Quintet Private Bank (Europe) sold out of Okta (OKTA) in Q1 2024, closing a stake of 783 shares — an estimated $70.9K sold.

Quintet Private Bank (Europe) first reported a position in OKTA in Q3 2023 and held it in 2 quarters. The position peaked at $70.9K in Q4 2023. 655 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • Quintet Private Bank (Europe) reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
  • Quintet Private Bank (Europe) sold 783 Okta shares in Q1 2024, an estimated $70.9K.
  • Quintet Private Bank (Europe) first reported a position in Okta in Q3 2023 and held it in 2 quarters.
  • Quintet Private Bank (Europe)'s Okta position peaked at $70.9K in Q4 2023.
  • 655 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Quintet Private Bank (Europe)'s 13F filing for Q1 2024, filed 15 May 2024.