Wingate Wealth Advisors’s Okta OKTA Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-560	Closed	-$44.1K	–	312
2024 Q4	$44.1K	Buy	+560	New	+$43.4K	0.04%	232

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Wingate Wealth Advisors's OKTA Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Okta (OKTA) in Q1 2025, closing a stake of 560 shares — an estimated $44.1K sold.

Wingate Wealth Advisors first reported a position in OKTA in Q4 2024 and held it in 1 quarter. The position peaked at $44.1K in Q4 2024. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

Wingate Wealth Advisors reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 560 Okta shares in Q1 2025, an estimated $44.1K.
Wingate Wealth Advisors first reported a position in Okta in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Okta position peaked at $44.1K in Q4 2024.
732 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.