Unique Wealth Strategies’s Okta OKTA Stock Holding History

Unique Wealth Strategies’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	-100	Closed	-$10.5K	–	527
2024 Q2	$10.5K	Buy	+100	New	+$9.47K	﹤0.01%	313

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

Unique Wealth Strategies's OKTA Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Okta (OKTA) in Q3 2024, closing a stake of 100 shares — an estimated $10.5K sold.

Unique Wealth Strategies first reported a position in OKTA in Q2 2024 and held it in 1 quarter. The position peaked at $10.5K in Q2 2024. 627 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

Unique Wealth Strategies reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 100 Okta shares in Q3 2024, an estimated $10.5K.
Unique Wealth Strategies first reported a position in Okta in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Okta position peaked at $10.5K in Q2 2024.
627 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.