EFSCE
OKTA icon

Enterprise Financial Services Corp (EFSC)’s Okta OKTA Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
Q1 		– Sell
-5
Closed -$1K – 326
2021
Q4 		$1K Hold
5
– – ﹤0.01% 352
2021
Q3 		$1K Sell
5
-79
-94% -$19.6K ﹤0.01% 386
2021
Q2 		$20K Buy
84
+5
+6% +$1.21K ﹤0.01% 585
2021
Q1 		$17K Buy
79
+32
+68% +$8.04K ﹤0.01% 632
2020
Q4 		$11K Buy
47
+14
+42% +$3.33K ﹤0.01% 700
2020
Q3 		$7K Buy
33
+9
+38% +$1.88K ﹤0.01% 769
2020
Q2 		$5K Buy
24
+19
+380% +$3.23K ﹤0.01% 850
2020
Q1 		$1K Sell
5
-9
-64% -$1.13K ﹤0.01% 1185
2019
Q4 		$2K Buy
+14
New +$1.61K ﹤0.01% 1010
2019
Q3 		– Sell
-4
Closed – – 1172
2019
Q2 		$0 Buy
+4
New +$434 ﹤0.01% 1194

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return