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GoalVest Advisory’s Okta OKTA Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-410
Closed -$30.5K – 421
2024
Q3 		$30.5K Hold
410
– – 0.01% 230
2024
Q2 		$38.4K Hold
410
– – 0.01% 190
2024
Q1 		$42.9K Hold
410
– – 0.01% 204
2023
Q4 		$37.1K Hold
410
– – 0.02% 165
2023
Q3 		$33.4K Hold
410
– – 0.02% 173
2023
Q2 		$28.4K Hold
410
– – 0.01% 174
2023
Q1 		$35.4K Buy
410
+168
+69% +$12.8K 0.02% 128
2022
Q4 		$16.5K Hold
242
– – 0.01% 169
2022
Q3 		$14K Hold
242
– – 0.01% 176
2022
Q2 		$25K Hold
242
– – 0.02% 202
2022
Q1 		$37K Buy
+242
New +$43.4K 0.02% 171
2021
Q2 		$59K Hold
242
– – 0.04% 145
2021
Q1 		$53K Hold
242
– – 0.04% 124
2020
Q4 		$62K Buy
+242
New +$57.5K 0.05% 106

Other funds holding OKTA

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return