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SVB Wealth’s Okta OKTA Stock Holding History

SVB 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
-4,413
Closed -$413K – 419
2024
Q2 		$413K Sell
4,413
-33
-0.7% -$3.12K 0.01% 468
2024
Q1 		$465K Sell
4,446
-175
-4% -$16.1K 0.01% 498
2023
Q4 		$418K Sell
4,621
-105
-2% -$8.01K 0.01% 535
2023
Q3 		$385K Sell
4,726
-279
-6% -$21.2K 0.01% 525
2023
Q2 		$347K Sell
5,005
-227
-4% -$17.2K 0.01% 610
2023
Q1 		$451K Buy
+5,232
New +$398K 0.01% 562

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 $3.38T AUM 44.17% 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

SVB Wealth's OKTA Position: Q3 2024 in Review

SVB Wealth sold out of Okta (OKTA) in Q3 2024, closing a stake of 4,413 shares — an estimated $413K sold.

SVB Wealth first reported a position in OKTA in Q1 2023 and held it in 6 quarters. The position peaked at $465K in Q1 2024. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • SVB Wealth reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • SVB Wealth sold 4,413 Okta shares in Q3 2024, an estimated $413K.
  • SVB Wealth first reported a position in Okta in Q1 2023 and held it in 6 quarters.
  • SVB Wealth's Okta position peaked at $465K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.