EW
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Evoke Wealth’s Okta OKTA Stock Holding History

Evoke Wealth’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
-70
Closed -$4K – 887
2022
Q3 		$4K Buy
70
+35
+100% +$3.01K ﹤0.01% 929
2022
Q2 		$3K Sell
35
-16
-31% -$1.73K ﹤0.01% 995
2022
Q1 		$8K Hold
51
– – ﹤0.01% 812
2021
Q4 		$11K Hold
51
– – ﹤0.01% 782
2021
Q3 		$12K Hold
51
– – ﹤0.01% 718
2021
Q2 		$12K Hold
51
– – ﹤0.01% 728
2021
Q1 		$11K Hold
51
– – ﹤0.01% 678
2020
Q4 		$13K Hold
51
– – ﹤0.01% 546
2020
Q3 		$11K Hold
51
– – ﹤0.01% 550
2020
Q2 		$10K Buy
51
+16
+46% +$2.72K ﹤0.01% 551
2020
Q1 		$4.28K Buy
+35
New +$4.39K ﹤0.01% 645
2019
Q4 		– Sell
-35
Closed -$3.45K – 1404
2019
Q3 		$3.45K Buy
+35
New +$4.37K ﹤0.01% 1099

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