Fiera Capital (Canada)

Fiera Capital (Canada)’s Okta OKTA Stock Holding History

Fiera Capital (Canada)’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
2024 Q1	–	Sell	-13,118	Closed	-$1.19M	–	519
2023 Q4	$1.19M	Hold	13,118	–	–	﹤0.01%	344
2023 Q3	$1.07M	Hold	13,118	–	–	﹤0.01%	352
2023 Q2	$910K	Hold	13,118	–	–	﹤0.01%	360
2023 Q1	$1.13M	Hold	13,118	–	–	﹤0.01%	349
2022 Q4	$896K	Hold	13,118	–	–	﹤0.01%	368
2022 Q3	$746K	Hold	13,118	–	–	﹤0.01%	420
2022 Q2	$1.19M	Hold	13,118	–	–	﹤0.01%	385
2022 Q1	$1.98M	Hold	13,118	–	–	0.01%	339
2021 Q4	$2.94M	Hold	13,118	–	–	0.01%	270
2021 Q3	$3.11M	Sell	13,118 -19	-0.1%	-$4.72K	0.01%	240
2021 Q2	$3.21M	Sell	13,137 -7,862	-37%	-$1.9M	0.01%	238
2021 Q1	$4.63M	Sell	20,999 -251,457	-92%	-$63.2M	0.01%	204
2020 Q4	$69.3M	Buy	272,456 +8,524	+3%	+$2.03M	0.19%	73
2020 Q3	$56.4M	Sell	263,932 -9,394	-3%	-$1.96M	0.17%	75
2020 Q2	$54.7M	Sell	273,326 -6,280	-2%	-$1.07M	0.18%	76
2020 Q1	$34.2M	Buy	+279,606	New	+$35.1M	0.14%	99
2019 Q1	–	Sell	-70,050	Closed	-$4.47M	–	691
2018 Q4	$4.47M	Sell	70,050 -239	-0.3%	-$14.2K	0.02%	282
2018 Q3	$4.95M	Sell	70,289 -43,151	-38%	-$2.57M	0.02%	287
2018 Q2	$5.71M	Buy	+113,440	New	+$5.4M	0.02%	278

Other funds holding OKTA

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 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

VOYA Investment Management

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

American Century Companies

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Trust Advisors

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return