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La Financiere de L'Echiquier’s Okta OKTA Stock Holding History

La Financiere de L'Echiquier’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
Q3 		– Sell
-174,000
Closed -$15.7M – 93
2022
Q2 		$15.7M Sell
174,000
-22,000
-11% -$2.38M 0.93% 35
2022
Q1 		$29.6M Sell
196,000
-21,000
-10% -$3.76M 1.22% 33
2021
Q4 		$48.6M Buy
217,000
+15,300
+8% +$3.64M 1.64% 24
2021
Q3 		$47.9M Buy
201,700
+9,000
+5% +$2.23M 1.6% 29
2021
Q2 		$47.1M Hold
192,700
– – 1.8% 20
2021
Q1 		$42.5M Buy
192,700
+34,700
+22% +$8.72M 1.72% 23
2020
Q4 		$40.2M Buy
158,000
+38,606
+32% +$9.18M 1.91% 24
2020
Q3 		$25.5M Buy
119,394
+28,875
+32% +$6.02M 1.77% 23
2020
Q2 		$18.1M Buy
90,519
+30,716
+51% +$5.21M 1.44% 24
2020
Q1 		$7.31M Buy
59,803
+25,744
+76% +$3.23M 0.88% 22
2019
Q4 		$3.93M Buy
34,059
+10,102
+42% +$1.16M 0.46% 23
2019
Q3 		$2.36M Buy
+23,957
New +$2.99M 0.28% 26

Other funds holding OKTA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return