FGAM
OKTA icon

Financial Gravity Asset Management’s Okta OKTA Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-17
Closed -$1.77K – 2174
2024
Q1 		$1.77K Buy
+17
New +$1.57K ﹤0.01% 1130
2023
Q3 		– Sell
-69
Closed -$10.3K – 1600
2023
Q2 		$10.3K Sell
69
-17
-20% -$1.29K 0.03% 327
2023
Q1 		$389 Buy
86
+18
+26% +$1.37K 0.01% 482
2022
Q4 		$13.5K Sell
68
-445
-87% -$25.4K 0.07% 178
2022
Q3 		$184 Sell
513
-297
-37% -$25.6K 0.01% 564
2022
Q2 		$300 Sell
810
-398
-33% -$43K 0.01% 466
2022
Q1 		$277 Sell
1,208
-808
-40% -$145K 0.01% 521
2021
Q4 		$319 Buy
2,016
+2,015
+201,500% +$480K 0.01% 559
2021
Q3 		$237K Hold
1
– – 0.11% 153
2021
Q2 		$245K Buy
+1
New +$241 0.09% 146

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
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