Community Bank’s Okta OKTA Stock Holding History

Community Bank’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
2022 Q4	–	Sell	-200	Closed	-$11K	–	626
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	383
2022 Q2	$18K	Hold	200	–	–	﹤0.01%	342
2022 Q1	$30K	Hold	200	–	–	﹤0.01%	315
2021 Q4	$45K	Hold	200	–	–	0.01%	312
2021 Q3	$47K	Hold	200	–	–	0.01%	320
2021 Q2	$49K	Hold	200	–	–	0.01%	317
2021 Q1	$44K	Hold	200	–	–	0.01%	315
2020 Q4	$51K	Hold	200	–	–	0.01%	302
2020 Q3	$43K	Hold	200	–	–	0.01%	304
2020 Q2	$40K	Hold	200	–	–	0.01%	319
2020 Q1	$24K	Hold	200	–	–	0.01%	302
2019 Q4	$23K	Buy	+200	New	+$23K	﹤0.01%	316

Other funds holding OKTA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return