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Clear Creek Financial Management’s Okta OKTA Stock Holding History

Clear Creek Financial 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
-4,771
Closed -$376K – 540
2024
Q4 		$376K Sell
4,771
-386
-7% -$29.9K 0.04% 344
2024
Q3 		$383K Sell
5,157
-95
-2% -$8.3K 0.04% 307
2024
Q2 		$492K Buy
5,252
+45
+0.9% +$4.26K 0.06% 256
2024
Q1 		$545K Buy
5,207
+411
+9% +$37.9K 0.07% 234
2023
Q4 		$434K Buy
4,796
+28
+0.6% +$2.14K 0.07% 213
2023
Q3 		$389K Buy
4,768
+314
+7% +$23.8K 0.07% 201
2023
Q2 		$309K Buy
4,454
+4
+0.1% +$304 0.05% 239
2023
Q1 		$384K Buy
4,450
+1,163
+35% +$88.5K 0.07% 193
2022
Q4 		$225K Buy
+3,287
New +$188K 0.05% 252
2022
Q3 		– Sell
-2,470
Closed -$223K – 306
2022
Q2 		$223K Buy
2,470
+432
+21% +$46.7K 0.05% 260
2022
Q1 		$308K Buy
+2,038
New +$365K 0.05% 245

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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
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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