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Stonegate Investment Group’s Okta OKTA Stock Holding History

Stonegate Investment Group’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
-17,910
Closed -$1.33M – 422
2024
Q3 		$1.33M Buy
17,910
+1,502
+9% +$131K 0.04% 150
2024
Q2 		$1.54M Hold
16,408
– – 0.04% 134
2024
Q1 		$1.72M Hold
16,408
– – 0.05% 126
2023
Q4 		$1.49M Hold
16,408
– – 0.05% 136
2023
Q3 		$1.34M Hold
16,408
– – 0.05% 135
2023
Q2 		$1.14M Hold
16,408
– – 0.04% 151
2023
Q1 		$1.42M Buy
16,408
+1,408
+9% +$107K 0.05% 130
2022
Q4 		$1.02M Buy
+15,000
New +$856K 0.04% 142

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stonegate Investment Group's OKTA Position: Q4 2024 in Review

Stonegate Investment Group sold out of Okta (OKTA) in Q4 2024, closing a stake of 17,910 shares — an estimated $1.33M sold.

Stonegate Investment Group first reported a position in OKTA in Q4 2022 and held it in 8 quarters. The position peaked at $1.72M in Q1 2024. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Stonegate Investment Group reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Stonegate Investment Group sold 17,910 Okta shares in Q4 2024, an estimated $1.33M.
  • Stonegate Investment Group first reported a position in Okta in Q4 2022 and held it in 8 quarters.
  • Stonegate Investment Group's Okta position peaked at $1.72M in Q1 2024.
  • 667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Stonegate Investment Group's 13F filing for Q4 2024, filed 22 Jan 2025.