Focused Wealth Management’s Okta OKTA Stock Holding History

Focused Wealth 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 Q1	–	Sell	-9	Closed	-$815	–	709
2023 Q4	$815	Hold	9	–	–	﹤0.01%	869
2023 Q3	$734	Sell	9 -50	-85%	-$3.79K	﹤0.01%	877
2023 Q2	$4.09K	Hold	59	–	–	﹤0.01%	707
2023 Q1	$5.09K	Hold	59	–	–	﹤0.01%	662
2022 Q4	$4.03K	Hold	59	–	–	﹤0.01%	697
2022 Q3	$3K	Sell	59 -120	-67%	-$10.3K	﹤0.01%	715
2022 Q2	$16K	Sell	179 -20	-10%	-$2.16K	﹤0.01%	440
2022 Q1	$30K	Sell	199 -100	-33%	-$17.9K	﹤0.01%	368
2021 Q4	$67K	Hold	299	–	–	0.01%	336
2021 Q3	$71K	Buy	299 +122	+69%	+$30.3K	0.01%	340
2021 Q2	$43K	Buy	177 +7	+4%	+$1.69K	0.01%	398
2021 Q1	$37K	Hold	170	–	–	0.01%	413
2020 Q4	$43K	Hold	170	–	–	0.01%	370
2020 Q3	$36K	Sell	170 -71	-29%	-$14.8K	0.01%	355
2020 Q2	$48K	Hold	241	–	–	0.01%	309
2020 Q1	$29K	Hold	241	–	–	0.01%	334
2019 Q4	$28K	Hold	241	–	–	0.01%	366
2019 Q3	$24K	Hold	241	–	–	0.01%	367
2019 Q2	$30K	Buy	+241	New	+$26.2K	0.01%	371

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