CRC
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Curi RMB Capital’s Okta OKTA Stock Holding History

Curi RMB Capital’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
-19,290
Closed -$1.1M – 488
2022
Q3 		$1.1M Buy
19,290
+7,398
+62% +$636K 0.04% 272
2022
Q2 		$1.07M Sell
11,892
-3,549
-23% -$383K 0.04% 272
2022
Q1 		$2.33M Buy
15,441
+4,870
+46% +$873K 0.07% 184
2021
Q4 		$2.37M Buy
10,571
+2,298
+28% +$547K 0.07% 191
2021
Q3 		$1.96M Buy
8,273
+973
+13% +$242K 0.06% 209
2021
Q2 		$1.79M Buy
7,300
+4,120
+130% +$994K 0.06% 222
2021
Q1 		$701K Hold
3,180
– – 0.03% 307
2020
Q4 		$809K Buy
3,180
+1,553
+95% +$369K 0.03% 349
2020
Q3 		$348K Buy
+1,627
New +$339K 0.02% 474

Other funds holding OKTA

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return