FourThought Financial’s Okta OKTA Stock Holding History

FourThought Financial’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 Q3	$1K	Hold	22	–	–	﹤0.01%	1430
2022 Q2	$2K	Sell	22 -22	-50%	-$2.38K	﹤0.01%	1349
2022 Q1	$7K	Sell	44 -11	-20%	-$1.97K	﹤0.01%	1121
2021 Q4	$12K	Buy	55 +28	+104%	+$6.67K	﹤0.01%	1045
2021 Q3	$6K	Buy	27 +9	+50%	+$2.23K	﹤0.01%	1195
2021 Q2	$4K	Sell	18 -15	-45%	-$3.62K	﹤0.01%	1262
2021 Q1	$7K	Buy	+33	New	+$8.29K	﹤0.01%	1125

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

CIP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FourThought Financial's OKTA Position: Q3 2022 in Review

FourThought Financial held its Okta (OKTA) position steady in Q3 2022 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

FourThought Financial first reported a position in OKTA in Q1 2021 and has held it in 7 quarters since. The position peaked at $12K in Q4 2021. 571 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

FourThought Financial held 22 shares of Okta worth $1K as of Q3 2022.
FourThought Financial left its Okta share count unchanged in Q3 2022.
Okta made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1430 holding.
FourThought Financial first reported a position in Okta in Q1 2021 and has held it in 7 quarters since.
FourThought Financial's Okta position peaked at $12K in Q4 2021.
571 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.