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Strengthening Families & Communities LLC’s Okta OKTA Stock Holding History

Strengthening Families & Communities LLC’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
2023
Q4 		– Sell
-161
Closed -$13K – 341
2023
Q3 		$13K Buy
+161
New +$12.2K 0.01% 294

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strengthening Families & Communities LLC's OKTA Position: Q4 2023 in Review

Strengthening Families & Communities LLC sold out of Okta (OKTA) in Q4 2023, closing a stake of 161 shares — an estimated $13K sold.

Strengthening Families & Communities LLC first reported a position in OKTA in Q3 2023 and held it in 1 quarter. The position peaked at $13K in Q3 2023. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Strengthening Families & Communities LLC reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 161 Okta shares in Q4 2023, an estimated $13K.
  • Strengthening Families & Communities LLC first reported a position in Okta in Q3 2023 and held it in 1 quarter.
  • Strengthening Families & Communities LLC's Okta position peaked at $13K in Q3 2023.
  • 621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2023, filed 12 Feb 2024.