HNWAG
OKTA icon

High Net Worth Advisory Group’s Okta OKTA Stock Holding History

High Net Worth Advisory Group’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
-3,673
Closed -$273K – 228
2024
Q3 		$273K Sell
3,673
-180
-5% -$15.7K 0.08% 182
2024
Q2 		$361K Sell
3,853
-32
-0.8% -$3.03K 0.11% 143
2024
Q1 		$406K Buy
+3,885
New +$358K 0.13% 133
2023
Q1 		– Sell
-1,230
Closed -$84K – 452
2022
Q4 		$84K Sell
1,230
-1,000
-45% -$57.1K 0.03% 260
2022
Q3 		$127K Buy
2,230
+765
+52% +$65.8K 0.05% 216
2022
Q2 		$132K Sell
1,465
-225
-13% -$24.3K 0.05% 219
2022
Q1 		$255K Buy
1,690
+90
+6% +$16.1K 0.09% 159
2021
Q4 		$359K Buy
+1,600
New +$381K 0.13% 137

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