SYSTM Wealth Solutions’s Okta OKTA Stock Holding History

SYSTM Wealth Solutions’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 Q2	–	Sell	-10	Closed	-$1.05K	–	873
2024 Q1	$1.05K	Buy	+10	New	+$922	﹤0.01%	946

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's OKTA Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Okta (OKTA) in Q2 2024, closing a stake of 10 shares — an estimated $1.05K sold.

SYSTM Wealth Solutions first reported a position in OKTA in Q1 2024 and held it in 1 quarter. The position peaked at $1.05K in Q1 2024. 636 funds tracked by Wall St. Rank hold OKTA as of Q2 2024.

SYSTM Wealth Solutions reported no remaining Okta position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 10 Okta shares in Q2 2024, an estimated $1.05K.
SYSTM Wealth Solutions first reported a position in Okta in Q1 2024 and held it in 1 quarter.
SYSTM Wealth Solutions's Okta position peaked at $1.05K in Q1 2024.
636 funds tracked by Wall St. Rank held Okta as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.