AWM
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Avitas Wealth Management’s Okta OKTA Stock Holding History

Avitas 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
2022
Q1 		– Sell
-6,998
Closed -$1.57M – 211
2021
Q4 		$1.57M Sell
6,998
-1,820
-21% -$434K 0.26% 104
2021
Q3 		$2.09M Buy
8,818
+21
+0.2% +$5.21K 0.38% 101
2021
Q2 		$2.15M Buy
8,797
+2,394
+37% +$578K 0.38% 102
2021
Q1 		$1.41M Sell
6,403
-2,598
-29% -$653K 0.28% 115
2020
Q4 		$2.29M Buy
9,001
+87
+1% +$20.7K 0.46% 90
2020
Q3 		$1.91M Sell
8,914
-2,208
-20% -$460K 0.53% 69
2020
Q2 		$2.23M Buy
11,122
+3,231
+41% +$549K 0.74% 47
2020
Q1 		$965K Sell
7,891
-6,809
-46% -$854K 0.44% 79
2019
Q4 		$1.7M Sell
14,700
-3,194
-18% -$368K 0.43% 88
2019
Q3 		$1.76M Buy
17,894
+210
+1% +$26.2K 0.49% 87
2019
Q2 		$2.18M Sell
17,684
-183
-1% -$19.9K 0.61% 78
2019
Q1 		$1.48M Buy
+17,867
New +$1.41M 0.43% 89

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return