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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

American Century Companies

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

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

First Trust Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return