FAB
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First American Bank’s Okta OKTA Stock Holding History

First American Bank’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
Q2 		– Sell
-2,382
Closed -$360K – 164
2022
Q1 		$360K Sell
2,382
-240
-9% -$43K 0.03% 149
2021
Q4 		$588K Hold
2,622
– – 0.03% 193
2021
Q3 		$622K Hold
2,622
– – 0.04% 200
2021
Q2 		$642K Sell
2,622
-41
-2% -$9.9K 0.04% 202
2021
Q1 		$587K Sell
2,663
-193
-7% -$48.5K 0.04% 200
2020
Q4 		$726K Sell
2,856
-129
-4% -$30.7K 0.05% 187
2020
Q3 		$638K Sell
2,985
-75
-2% -$15.6K 0.04% 233
2020
Q2 		$613K Sell
3,060
-25
-0.8% -$4.24K 0.04% 228
2020
Q1 		$377K Sell
3,085
-40
-1% -$5.02K 0.03% 262
2019
Q4 		$361K Buy
+3,125
New +$360K 0.02% 266
2019
Q2 		$382K Hold
3,092
– – 0.03% 260
2019
Q1 		$256K Buy
+3,092
New +$245K 0.02% 290
2018
Q4 		– Sell
-3,092
Closed -$218K – 324
2018
Q3 		$218K Buy
+3,092
New +$184K 0.02% 324

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return