Carmichael Hill & Associates’s Okta OKTA Stock Holding History

Carmichael Hill & Associates’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	–	Hold	0	–	–	–	576
2024 Q1	–	Hold	0	–	-$5.41K	–	811
2023 Q4	–	Hold	0	–	–	–	642
2023 Q3	–	Hold	0	–	–	–	633
2023 Q2	–	Hold	0	–	–	–	637
2023 Q1	–	Hold	0	–	–	–	633
2022 Q4	–	Hold	0	–	–	–	492
2022 Q3	–	Hold	0	–	–	–	510
2022 Q2	–	Sell	-300	Closed	-$32.4K	–	502
2022 Q1	$45K	Hold	300	–	–	0.02%	383
2021 Q4	$67K	Buy	300 +100	+50%	+$23.8K	0.03%	313
2021 Q3	$47K	Hold	200	–	–	0.02%	355
2021 Q2	$49K	Hold	200	–	–	0.02%	356
2021 Q1	$44K	Sell	200 -100	-33%	-$25.1K	0.02%	357
2020 Q4	$76K	Hold	300	–	–	0.04%	263
2020 Q3	$64K	Hold	300	–	–	0.04%	269
2020 Q2	$60K	Hold	300	–	–	0.04%	256
2020 Q1	$37K	Hold	300	–	–	0.03%	296
2019 Q4	$35K	Buy	+300	New	+$34.5K	0.02%	326

Other funds holding OKTA

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T 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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return