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Kelly Financial Services’s Okta OKTA Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-722
Closed -$67.6K – 551
2024
Q2 		$67.6K Buy
722
+96
+15% +$9.09K 0.02% 194
2024
Q1 		$65.5K Sell
626
-198
-24% -$18.3K 0.03% 188
2023
Q4 		$74.6K Buy
824
+52
+7% +$3.97K 0.03% 166
2023
Q3 		$62.9K Sell
772
-90
-10% -$6.82K 0.03% 164
2023
Q2 		$59.8K Buy
862
+255
+42% +$19.4K 0.03% 169
2023
Q1 		$52.3K Sell
607
-49
-7% -$3.73K 0.03% 180
2022
Q4 		$44.8K Buy
656
+161
+33% +$9.19K 0.02% 186
2022
Q3 		$28.2K Buy
495
+146
+42% +$12.6K 0.02% 216
2022
Q2 		$31.6K Buy
349
+154
+79% +$16.6K 0.02% 211
2022
Q1 		$29.4K Sell
195
-19
-9% -$3.41K 0.01% 237
2021
Q4 		$48K Buy
214
+94
+78% +$22.4K 0.02% 178
2021
Q3 		$28.5K Sell
120
-23,369
-99% -$5.8M 0.02% 218
2021
Q2 		$96K Buy
23,489
+23,474
+156,493% +$5.67M ﹤0.01% 394
2021
Q1 		$3.31K Hold
15
– – ﹤0.01% 455
2020
Q4 		$3.81K Buy
+15
New +$3.56K ﹤0.01% 407

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return