AWM
OKTA icon

Accel Wealth Management’s Okta OKTA Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-600
Closed -$51.7K – 638
2023
Q1 		$51.7K Hold
600
– – 0.02% 472
2022
Q4 		$41K Buy
600
+100
+20% +$5.71K 0.02% 390
2022
Q3 		$30K Hold
500
– – 0.02% 465
2022
Q2 		$47K Hold
500
– – 0.03% 363
2022
Q1 		$74K Hold
500
– – 0.04% 296
2021
Q4 		$112K Buy
500
+115
+30% +$27.4K 0.05% 244
2021
Q3 		$91K Buy
385
+32
+9% +$7.95K 0.06% 237
2021
Q2 		$86K Buy
353
+28
+9% +$6.76K 0.06% 253
2021
Q1 		$72K Hold
325
– – 0.06% 263
2020
Q4 		$83K Buy
+325
New +$77.2K 0.08% 224

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 $5.7T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return