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Vestmark Advisory Solutions’s Okta OKTA Stock Holding History

Vestmark Advisory 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
Q4 		– Sell
-3,964
Closed -$295K – 600
2024
Q3 		$295K Hold
3,964
– – 0.01% 458
2024
Q2 		$371K Sell
3,964
-13
-0.3% -$1.23K 0.02% 439
2024
Q1 		$416K Buy
3,977
+1,075
+37% +$99.2K 0.02% 405
2023
Q4 		$263K Buy
+2,902
New +$221K 0.01% 433

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vestmark Advisory Solutions's OKTA Position: Q4 2024 in Review

Vestmark Advisory Solutions sold out of Okta (OKTA) in Q4 2024, closing a stake of 3,964 shares — an estimated $295K sold.

Vestmark Advisory Solutions first reported a position in OKTA in Q4 2023 and held it in 4 quarters. The position peaked at $416K in Q1 2024. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Vestmark Advisory Solutions reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 3,964 Okta shares in Q4 2024, an estimated $295K.
  • Vestmark Advisory Solutions first reported a position in Okta in Q4 2023 and held it in 4 quarters.
  • Vestmark Advisory Solutions's Okta position peaked at $416K in Q1 2024.
  • 667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Vestmark Advisory Solutions's 13F filing for Q4 2024, filed 6 Feb 2025.