VAG
OKTA icon

VisionPoint Advisory Group’s Okta OKTA Stock Holding History

VisionPoint Advisory Group’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
-28
Closed -$2.62K – 609
2024
Q2 		$2.62K Sell
28
-2
-7% -$189 ﹤0.01% 630
2024
Q1 		$3.14K Buy
30
+2
+7% +$184 ﹤0.01% 622
2023
Q4 		$2.54K Sell
28
-14
-33% -$1.07K ﹤0.01% 586
2023
Q3 		$3.42K Buy
42
+36
+600% +$2.73K ﹤0.01% 542
2023
Q2 		$416 Buy
+6
New +$456 ﹤0.01% 551

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

VisionPoint Advisory Group's OKTA Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Okta (OKTA) in Q3 2024, closing a stake of 28 shares — an estimated $2.62K sold.

VisionPoint Advisory Group first reported a position in OKTA in Q2 2023 and held it in 5 quarters. The position peaked at $3.42K in Q3 2023. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 28 Okta shares in Q3 2024, an estimated $2.62K.
  • VisionPoint Advisory Group first reported a position in Okta in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Okta position peaked at $3.42K in Q3 2023.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.