JCIC Asset Management’s Okta OKTA Stock Holding History

JCIC Asset 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 Q2	–	Sell	-40	Closed	-$4.18K	–	107
2024 Q1	$4.18K	Hold	40	–	–	﹤0.01%	104
2023 Q4	$3.62K	Hold	40	–	–	﹤0.01%	108
2023 Q3	$3.26K	Hold	40	–	–	﹤0.01%	105
2023 Q2	$2.77K	Hold	40	–	–	﹤0.01%	107
2023 Q1	$3.45K	Hold	40	–	–	﹤0.01%	103
2022 Q4	$3K	Hold	40	–	–	﹤0.01%	106
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	111
2022 Q2	$4K	Hold	40	–	–	﹤0.01%	97
2022 Q1	$6K	Hold	40	–	–	﹤0.01%	109
2021 Q4	$9K	Hold	40	–	–	﹤0.01%	106
2021 Q3	$9K	Hold	40	–	–	﹤0.01%	100
2021 Q2	$12K	Hold	40	–	–	﹤0.01%	102
2021 Q1	$9K	Hold	40	–	–	﹤0.01%	102
2020 Q4	$10K	Hold	40	–	–	﹤0.01%	96
2020 Q3	$9K	Hold	40	–	–	﹤0.01%	93
2020 Q2	$8K	Hold	40	–	–	﹤0.01%	84
2020 Q1	$5K	Hold	40	–	–	﹤0.01%	91
2019 Q4	$5K	Buy	40 +23	+135%	+$2.65K	﹤0.01%	113
2019 Q3	$2K	Hold	17	–	–	﹤0.01%	131
2019 Q2	$2K	Buy	+17	New	+$1.84K	﹤0.01%	127

Other funds holding OKTA

Fidelity Investments

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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