ZB
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Zions Bancorporation’s Okta OKTA Stock Holding History

Zions Bancorporation’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
-6
Closed -$446 – 880
2024
Q3 		$446 Sell
6
-35
-85% -$3.06K ﹤0.01% 845
2024
Q2 		$3.84K Sell
41
-46
-53% -$4.36K ﹤0.01% 782
2024
Q1 		$9.1K Sell
87
-18
-17% -$1.66K ﹤0.01% 689
2023
Q4 		$9.51K Hold
105
– – ﹤0.01% 667
2023
Q3 		$8.56K Buy
105
+4
+4% +$303 ﹤0.01% 653
2023
Q2 		$7K Hold
101
– – ﹤0.01% 690
2023
Q1 		$8.71K Sell
101
-10
-9% -$761 ﹤0.01% 664
2022
Q4 		$7.58K Buy
111
+84
+311% +$4.8K ﹤0.01% 773
2022
Q3 		$2K Sell
27
-1
-4% -$86 ﹤0.01% 871
2022
Q2 		$3K Sell
28
-9
-24% -$972 ﹤0.01% 943
2022
Q1 		$6K Sell
37
-10
-21% -$1.79K ﹤0.01% 924
2021
Q4 		$11K Hold
47
– – ﹤0.01% 730
2021
Q3 		$11K Hold
47
– – ﹤0.01% 713
2021
Q2 		$11K Hold
47
– – ﹤0.01% 716
2021
Q1 		$10K Sell
47
-27
-36% -$6.79K ﹤0.01% 707
2020
Q4 		$19K Hold
74
– – ﹤0.01% 558
2020
Q3 		$16K Buy
74
+11
+17% +$2.29K ﹤0.01% 578
2020
Q2 		$13K Buy
63
+5
+9% +$849 ﹤0.01% 573
2020
Q1 		$7K Buy
58
+22
+61% +$2.76K ﹤0.01% 656
2019
Q4 		$4K Buy
36
+17
+89% +$1.96K ﹤0.01% 823
2019
Q3 		$2K Hold
19
– – ﹤0.01% 881
2019
Q2 		$2K Buy
+19
New +$2.06K ﹤0.01% 819

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zions Bancorporation's OKTA Position: Q4 2024 in Review

Zions Bancorporation sold out of Okta (OKTA) in Q4 2024, closing a stake of 6 shares — an estimated $446 sold.

Zions Bancorporation first reported a position in OKTA in Q2 2019 and held it in 22 quarters. The position peaked at $19K in Q4 2020. 666 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Zions Bancorporation reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Zions Bancorporation sold 6 Okta shares in Q4 2024, an estimated $446.
  • Zions Bancorporation first reported a position in Okta in Q2 2019 and held it in 22 quarters.
  • Zions Bancorporation's Okta position peaked at $19K in Q4 2020.
  • 666 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.