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Valmark Advisers’s Okta OKTA Stock Holding History

Valmark Advisers’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
-6,487
Closed -$587K – 542
2023
Q4 		$587K Sell
6,487
-90
-1% -$6.87K 0.01% 326
2023
Q3 		$536K Sell
6,577
-117
-2% -$8.87K 0.01% 316
2023
Q2 		$464K Buy
6,694
+903
+16% +$68.6K 0.01% 343
2023
Q1 		$499K Buy
5,791
+1,279
+28% +$97.4K 0.01% 321
2022
Q4 		$308K Buy
+4,512
New +$258K 0.01% 364

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
American Century Companies
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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

Valmark Advisers's OKTA Position: Q1 2024 in Review

Valmark Advisers sold out of Okta (OKTA) in Q1 2024, closing a stake of 6,487 shares — an estimated $587K sold.

Valmark Advisers first reported a position in OKTA in Q4 2022 and held it in 5 quarters. The position peaked at $587K in Q4 2023. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • Valmark Advisers reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
  • Valmark Advisers sold 6,487 Okta shares in Q1 2024, an estimated $587K.
  • Valmark Advisers first reported a position in Okta in Q4 2022 and held it in 5 quarters.
  • Valmark Advisers's Okta position peaked at $587K in Q4 2023.
  • 654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Valmark Advisers's 13F filing for Q1 2024, filed 6 May 2024.