GW
OKTA icon

GW & Wade’s Okta OKTA Stock Holding History

GW & Wade’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
Q1 		– Sell
-1,142
Closed -$256K – 406
2021
Q4 		$256K Sell
1,142
-2,343
-67% -$558K 0.01% 349
2021
Q3 		$827K Sell
3,485
-55
-2% -$13.7K 0.04% 201
2021
Q2 		$866K Sell
3,540
-274
-7% -$66.1K 0.04% 196
2021
Q1 		$841K Hold
3,814
– – 0.04% 180
2020
Q4 		$970K Buy
3,814
+4
+0.1% +$951 0.06% 142
2020
Q3 		$815K Hold
3,810
– – 0.06% 127
2020
Q2 		$763K Buy
+3,810
New +$647K 0.06% 129

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return