Lee Financial’s Okta OKTA Stock Holding History

Lee Financial’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 Q1	–	Sell	-8	Closed	-$725	–	609
2023 Q4	$725	Sell	8 -16	-67%	-$1.22K	﹤0.01%	809
2023 Q3	$1.96K	Hold	24	–	–	﹤0.01%	687
2023 Q2	$1.67K	Hold	24	–	–	﹤0.01%	690
2023 Q1	$2.07K	Buy	+24	New	+$1.83K	﹤0.01%	669
2022 Q3	–	Sell	-9	Closed	-$1K	–	957
2022 Q2	$1K	Buy	9 +2	+29%	+$216	﹤0.01%	806
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	729
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	765
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	637
2021 Q2	$2K	Buy	+7	New	+$1.69K	﹤0.01%	600
2020 Q4	–	Sell	-240	Closed	-$51K	–	524
2020 Q3	$51K	Buy	+240	New	+$50K	0.01%	230
2019 Q4	–	Sell	-600	Closed	-$59K	–	513
2019 Q3	$59K	Buy	+600	New	+$74.9K	0.01%	178
2019 Q1	–	Sell	-600	Closed	-$38K	–	537
2018 Q4	$38K	Buy	+600	New	+$35.6K	0.01%	198

Other funds holding OKTA

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 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

VOYA Investment Management

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

American Century Companies

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

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 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