EWM
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Elite Wealth Management’s Okta OKTA Stock Holding History

Elite Wealth 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
Q2 		– Sell
-9,827
Closed -$847K – 57
2023
Q1 		$847K Sell
9,827
-52
-0.5% -$3.96K 0.37% 31
2022
Q4 		$675K Buy
9,879
+75
+0.8% +$4.28K 0.34% 34
2022
Q3 		$558K Sell
9,804
-386
-4% -$33.2K 0.3% 33
2022
Q2 		$921K Sell
10,190
-216
-2% -$23.3K 0.48% 28
2022
Q1 		$1.57M Sell
10,406
-598
-5% -$107K 0.68% 23
2021
Q4 		$2.47M Sell
11,004
-506
-4% -$121K 0.96% 18
2021
Q3 		$2.73M Buy
11,510
+422
+4% +$105K 1.16% 16
2021
Q2 		$2.71K Buy
11,088
+613
+6% +$148K 0.25% 16
2021
Q1 		$2.31K Buy
10,475
+1,844
+21% +$463K 0.3% 18
2020
Q4 		$2.19M Buy
8,631
+1,389
+19% +$330K 1.19% 18
2020
Q3 		$1.55M Buy
7,242
+434
+6% +$90.5K 0.92% 19
2020
Q2 		$1.36M Buy
6,808
+130
+2% +$22.1K 0.89% 21
2020
Q1 		$816K Buy
+6,678
New +$838K 0.68% 25

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return