Arcadia Investment Management’s Okta OKTA Stock Holding History

Arcadia Investment 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
2024 Q3	–	Sell	-500	Closed	-$46.8K	–	300
2024 Q2	$46.8K	Hold	500	–	–	0.01%	208
2024 Q1	$52.3K	Hold	500	–	–	0.01%	202
2023 Q4	$45.3K	Hold	500	–	–	0.01%	221
2023 Q3	$40.8K	Hold	500	–	–	0.01%	225
2023 Q2	$34.7K	Hold	500	–	–	0.01%	238
2023 Q1	$43.1K	Hold	500	–	–	0.01%	241
2022 Q4	$34.2K	Hold	500	–	–	0.01%	243
2022 Q3	$28K	Hold	500	–	–	0.01%	214
2022 Q2	$45K	Hold	500	–	–	0.01%	205
2022 Q1	$75K	Hold	500	–	–	0.01%	182
2021 Q4	$112K	Hold	500	–	–	0.02%	173
2021 Q3	$119K	Hold	500	–	–	0.02%	159
2021 Q2	$122K	Buy	+500	New	+$121K	0.02%	158

Other funds holding OKTA

Fidelity Investments

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 $5.7T AUM 30.48% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

American Century Companies

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Trust Advisors

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

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

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return