The Family Firm’s Okta OKTA Stock Holding History

The Family Firm’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	Closed	-$374	–	644
2024 Q2	$374	Buy	+4	New	+$379	﹤0.01%	864

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

The Family Firm's OKTA Position: Q3 2024 in Review

The Family Firm sold out of Okta (OKTA) in Q3 2024, closing a stake of 4 shares — an estimated $374 sold.

The Family Firm first reported a position in OKTA in Q2 2024 and held it in 1 quarter. The position peaked at $374 in Q2 2024. 628 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

The Family Firm reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 4 Okta shares in Q3 2024, an estimated $374.
The Family Firm first reported a position in Okta in Q2 2024 and held it in 1 quarter.
The Family Firm's Okta position peaked at $374 in Q2 2024.
628 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.