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Rockline Wealth Management’s Okta OKTA Stock Holding History

Rockline Wealth Management’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
-6,649
Closed -$622K – 104
2024
Q2 		$622K Buy
6,649
+462
+7% +$43.7K 0.19% 66
2024
Q1 		$647K Buy
6,187
+1,136
+22% +$105K 0.23% 66
2023
Q4 		$457K Buy
+5,051
New +$385K 0.19% 70

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

Rockline Wealth Management's OKTA Position: Q3 2024 in Review

Rockline Wealth Management sold out of Okta (OKTA) in Q3 2024, closing a stake of 6,649 shares — an estimated $622K sold.

Rockline Wealth Management first reported a position in OKTA in Q4 2023 and held it in 3 quarters. The position peaked at $647K in Q1 2024. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Rockline Wealth Management reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Rockline Wealth Management sold 6,649 Okta shares in Q3 2024, an estimated $622K.
  • Rockline Wealth Management first reported a position in Okta in Q4 2023 and held it in 3 quarters.
  • Rockline Wealth Management's Okta position peaked at $647K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Rockline Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.