Desjardins Global Asset Management’s Okta OKTA Stock Holding History

Desjardins Global Asset 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 Q4	$136K	Buy	1,501 +22	+1%	+$1.68K	0.01%	416
2023 Q3	$121K	Buy	1,479 +968	+189%	+$73.4K	0.01%	440
2023 Q2	$35.4K	Buy	511 +84	+20%	+$6.38K	﹤0.01%	546
2023 Q1	$37K	Sell	427 -42	-9%	-$3.2K	﹤0.01%	535
2022 Q4	$32K	Buy	469 +110	+31%	+$6.28K	0.01%	452
2022 Q3	$20K	Sell	359 -83	-19%	-$7.14K	﹤0.01%	459
2022 Q2	$39K	Hold	442	–	–	0.01%	435
2022 Q1	$66K	Sell	442 -26	-6%	-$4.66K	0.01%	401
2021 Q4	$104K	Buy	+468	New	+$111K	0.01%	403

Other funds holding OKTA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

CIP

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

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

Desjardins Global Asset Management's OKTA Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Okta (OKTA) stake by 1.5% in Q4 2023, buying an estimated $1.68K and bringing the position to 1,501 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #416.

Desjardins Global Asset Management first reported a position in OKTA in Q4 2021 and has held it in 9 quarters since. 620 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

Desjardins Global Asset Management held 1,501 shares of Okta worth $136K as of Q4 2023.
Desjardins Global Asset Management bought 22 Okta shares in Q4 2023, an estimated $1.68K.
Okta made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #416 holding.
Desjardins Global Asset Management first reported a position in Okta in Q4 2021 and has held it in 9 quarters since.
620 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.