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Belpointe Asset Management’s Okta OKTA Stock Holding History

Belpointe Asset 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
2025
Q1 		– Sell
-11,621
Closed -$915K – 1003
2024
Q4 		$915K Buy
+11,621
New +$901K 0.06% 341
2024
Q3 		– Sell
-12,664
Closed -$1.19M – 973
2024
Q2 		$1.19M Buy
+12,664
New +$1.2M 0.08% 228
2023
Q2 		– Sell
-320
Closed -$27.6K – 2440
2023
Q1 		$27.6K Buy
320
+9
+3% +$685 ﹤0.01% 2112
2022
Q4 		$21.3K Buy
+311
New +$17.8K ﹤0.01% 2141
2022
Q2 		– Sell
-1,451
Closed -$220K – 1220
2022
Q1 		$220K Sell
1,451
-972
-40% -$174K 0.01% 864
2021
Q4 		$497K Buy
2,423
+382
+19% +$91K 0.03% 524
2021
Q3 		$439K Buy
2,041
+235
+13% +$58.3K 0.03% 548
2021
Q2 		$397K Sell
1,806
-233
-11% -$56.2K 0.03% 571
2021
Q1 		$366K Sell
2,039
-1,209
-37% -$304K 0.03% 524
2020
Q4 		$740K Buy
3,248
+2,125
+189% +$505K 0.07% 317
2020
Q3 		$240K Sell
1,123
-696
-38% -$145K 0.03% 503
2020
Q2 		$364K Buy
1,819
+730
+67% +$124K 0.05% 366
2020
Q1 		$133K Sell
1,089
-11
-1% -$1.38K 0.02% 534
2019
Q4 		$127K Hold
1,100
– – 0.02% 691
2019
Q3 		$108K Buy
+1,100
New +$137K 0.02% 651

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return