FANJ
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Financial Architects (New Jersey)’s Okta OKTA Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-450
Closed -$90K – 603
2020
Q2 		$90K Hold
450
– – 0.02% 340
2020
Q1 		$55K Hold
450
– – 0.02% 378
2019
Q4 		$52K Hold
450
– – 0.01% 424
2019
Q3 		$44K Sell
450
-406
-47% -$50.7K 0.01% 464
2019
Q2 		$106K Sell
856
-300
-26% -$32.6K 0.02% 364
2019
Q1 		$95K Sell
1,156
-200
-15% -$15.8K 0.02% 465
2018
Q4 		$86K Buy
1,356
+600
+79% +$35.6K 0.02% 434
2018
Q3 		$53K Sell
756
-100
-12% -$5.96K 0.01% 620
2018
Q2 		$43K Buy
856
+200
+30% +$9.52K 0.01% 610
2018
Q1 		$26K Buy
656
+506
+337% +$16.9K 0.01% 814
2017
Q4 		$4K Hold
150
– – ﹤0.01% 1339
2017
Q3 		$4K Sell
150
-450
-75% -$11.4K ﹤0.01% 1320
2017
Q2 		$14K Buy
+600
New +$14.8K ﹤0.01% 1060

Other funds holding OKTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return