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Tennessee Valley Asset Management Partners’s Okta OKTA Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-210
Closed -$19K – 529
2023
Q4 		$19K Buy
+210
New +$16K ﹤0.01% 350

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VOYA Investment Management
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American Century Companies
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CIP
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First Trust Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tennessee Valley Asset Management Partners's OKTA Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Okta (OKTA) in Q1 2024, closing a stake of 210 shares — an estimated $19K sold.

Tennessee Valley Asset Management Partners first reported a position in OKTA in Q4 2023 and held it in 1 quarter. The position peaked at $19K in Q4 2023. 655 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 210 Okta shares in Q1 2024, an estimated $19K.
  • Tennessee Valley Asset Management Partners first reported a position in Okta in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Okta position peaked at $19K in Q4 2023.
  • 655 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.