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Strategic Planning Group’s Okta OKTA Stock Holding History

Strategic Planning 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
-27,421
Closed -$2.04M – 84
2024
Q3 		$2.04M Buy
27,421
+2,088
+8% +$182K 0.4% 66
2024
Q2 		$2.37M Buy
25,333
+3,593
+17% +$340K 0.52% 63
2024
Q1 		$2.27M Buy
21,740
+935
+4% +$86.2K 0.57% 58
2023
Q4 		$1.88M Buy
+20,805
New +$1.59M 0.62% 60

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 $3.37T AUM 44.26% 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

Strategic Planning Group's OKTA Position: Q4 2024 in Review

Strategic Planning Group sold out of Okta (OKTA) in Q4 2024, closing a stake of 27,421 shares — an estimated $2.04M sold.

Strategic Planning Group first reported a position in OKTA in Q4 2023 and held it in 4 quarters. The position peaked at $2.37M in Q2 2024. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Strategic Planning Group reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Strategic Planning Group sold 27,421 Okta shares in Q4 2024, an estimated $2.04M.
  • Strategic Planning Group first reported a position in Okta in Q4 2023 and held it in 4 quarters.
  • Strategic Planning Group's Okta position peaked at $2.37M in Q2 2024.
  • 667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Strategic Planning Group's 13F filing for Q4 2024, filed 23 Jan 2025.