BerganKDV Wealth Management’s Okta OKTA Stock Holding History

BerganKDV 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
2023 Q2	$1.11K	Sell	16 -9	-36%	-$683	﹤0.01%	746
2023 Q1	$2.16K	Hold	25	–	–	﹤0.01%	819
2022 Q4	$1.71K	Buy	25 +16	+178%	+$914	﹤0.01%	820
2022 Q3	$1K	Sell	9 -23	-72%	-$1.98K	﹤0.01%	914
2022 Q2	$3K	Buy	32 +4	+14%	+$432	﹤0.01%	781
2022 Q1	$4K	Hold	28	–	–	﹤0.01%	764
2021 Q4	$6K	Hold	28	–	–	﹤0.01%	759
2021 Q3	$7K	Sell	28 -50	-64%	-$12.4K	﹤0.01%	700
2021 Q2	$19K	Hold	78	–	–	﹤0.01%	528
2021 Q1	$17K	Hold	78	–	–	﹤0.01%	508
2020 Q4	$20K	Hold	78	–	–	﹤0.01%	477
2020 Q3	$17K	Hold	78	–	–	﹤0.01%	448
2020 Q2	$16K	Sell	78 -13	-14%	-$2.21K	﹤0.01%	481
2020 Q1	$11K	Hold	91	–	–	﹤0.01%	481
2019 Q4	$10K	Buy	+91	New	+$10.5K	﹤0.01%	529

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BerganKDV Wealth Management's OKTA Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Okta (OKTA) stake by 36% in Q2 2023, selling an estimated $683 and leaving 16 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

BerganKDV Wealth Management first reported a position in OKTA in Q4 2019 and has held it in 15 quarters since. The position peaked at $20K in Q4 2020. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

BerganKDV Wealth Management held 16 shares of Okta worth $1.11K as of Q2 2023.
BerganKDV Wealth Management sold 9 Okta shares in Q2 2023, an estimated $683.
Okta made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #746 holding.
BerganKDV Wealth Management first reported a position in Okta in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Okta position peaked at $20K in Q4 2020.
615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.