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Adero Partners’s Okta OKTA Stock Holding History

Adero Partners’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
Q4 		– Sell
-2,782
Closed -$227K – 197
2023
Q3 		$227K Buy
+2,782
New +$211K 0.02% 162
2023
Q2 		– Sell
-2,695
Closed -$232K – 168
2023
Q1 		$232K Buy
+2,695
New +$205K 0.03% 135
2022
Q3 		– Sell
-2,722
Closed -$264K – 160
2022
Q2 		$264K Sell
2,722
-13
-0.5% -$1.4K 0.04% 127
2022
Q1 		$413K Sell
2,735
-2
-0.1% -$358 0.06% 103
2021
Q4 		$614K Buy
+2,737
New +$652K 0.1% 86

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First Trust Advisors
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CIP
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Morgan Stanley
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return