Simplicity Wealth’s Okta OKTA Stock Holding History

Simplicity Wealth’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	-3,932	Closed	-$368K	–	986
2024 Q2	$368K	Buy	3,932 +51	+1%	+$4.83K	0.01%	874
2024 Q1	$406K	Buy	+3,881	New	+$358K	0.01%	811

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Simplicity Wealth's OKTA Position: Q3 2024 in Review

Simplicity Wealth sold out of Okta (OKTA) in Q3 2024, closing a stake of 3,932 shares — an estimated $368K sold.

Simplicity Wealth first reported a position in OKTA in Q1 2024 and held it in 2 quarters. The position peaked at $406K in Q1 2024. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

Simplicity Wealth reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 3,932 Okta shares in Q3 2024, an estimated $368K.
Simplicity Wealth first reported a position in Okta in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Okta position peaked at $406K in Q1 2024.
629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.