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Baldwin Wealth Partners’s Okta OKTA Stock Holding History

Baldwin Wealth 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
2024
Q3 		– Sell
-2
Closed -$187 – 1149
2024
Q2 		$187 Buy
+2
New +$189 ﹤0.01% 760
2023
Q2 		– Sell
-1,110
Closed -$95.7K – 784
2023
Q1 		$95.7K Buy
1,110
+39
+4% +$2.97K 0.01% 327
2022
Q4 		$73.2K Buy
1,071
+711
+198% +$40.6K 0.01% 353
2022
Q3 		$21K Hold
360
– – ﹤0.01% 444
2022
Q2 		$33K Hold
360
– – ﹤0.01% 413
2022
Q1 		$54K Buy
360
+260
+260% +$46.6K 0.01% 361
2021
Q4 		$22K Buy
+100
New +$23.8K ﹤0.01% 449
2021
Q3 		– Sell
-945
Closed -$231K – 663
2021
Q2 		$231K Hold
945
– – 0.03% 184
2021
Q1 		$208K Buy
945
+345
+58% +$86.7K 0.02% 178
2020
Q4 		$153K Hold
600
– – 0.02% 202
2020
Q3 		$128K Buy
600
+100
+20% +$20.8K 0.02% 203
2020
Q2 		$100K Sell
500
-100
-17% -$17K 0.01% 225
2020
Q1 		$73K Hold
600
– – 0.01% 232
2019
Q4 		$70K Buy
600
+500
+500% +$57.6K 0.01% 273
2019
Q3 		$10K Hold
100
– – ﹤0.01% 455
2019
Q2 		$12K Sell
100
-50
-33% -$5.43K ﹤0.01% 437
2019
Q1 		$12K Hold
150
– – ﹤0.01% 439
2018
Q4 		$10K Hold
150
– – ﹤0.01% 437
2018
Q3 		$11K Buy
+150
New +$8.93K ﹤0.01% 457

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return