Laurel Wealth Advisors (California)’s Okta OKTA Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$204K	Buy	+2,985	New	+$170K	0.02%	634
2022 Q3	–	Sell	-2,985	Closed	-$270K	–	656
2022 Q2	$270K	Sell	2,985 -1,406	-32%	-$152K	0.03%	526
2022 Q1	$663K	Sell	4,391 -185	-4%	-$33.2K	0.05%	339
2021 Q4	$1.03M	Buy	4,576 +185	+4%	+$44.1K	0.08%	250
2021 Q3	$1.04M	Sell	4,391 -91	-2%	-$22.6K	0.19%	127
2021 Q2	$1.1M	Sell	4,482 -94	-2%	-$22.7K	0.14%	163
2021 Q1	$1.01M	Buy	4,576 +101	+2%	+$25.4K	0.15%	160
2020 Q4	$1.14M	Hold	4,475	–	–	0.17%	140
2020 Q3	$957K	Sell	4,475 -12	-0.3%	-$2.5K	0.16%	139
2020 Q2	$898K	Sell	4,487 -23	-0.5%	-$3.9K	0.16%	140
2020 Q1	$551K	Sell	4,510 -100	-2%	-$12.5K	0.13%	182
2019 Q4	$532K	Buy	4,610 +337	+8%	+$38.8K	0.09%	237
2019 Q3	$420K	Buy	4,273 +98	+2%	+$12.2K	0.07%	287
2019 Q2	$516K	Sell	4,175 -825	-17%	-$89.5K	0.12%	202
2019 Q1	$414K	Buy	+5,000	New	+$396K	0.1%	224
2018 Q4	–	Sell	-3,600	Closed	-$253K	–	411
2018 Q3	$253K	Buy	+3,600	New	+$214K	0.06%	322

Other funds holding OKTA

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

Fidelity Investments

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

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return