Macroview Investment Management’s Okta OKTA Stock Holding History

Macroview Investment 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 Q4	–	Sell	-149	Closed	-$11.1K	–	390
2024 Q3	$11.1K	Buy	149 +28	+23%	+$2.45K	0.01%	221
2024 Q2	$11.3K	Buy	121 +12	+11%	+$1.14K	0.01%	225
2024 Q1	$11.4K	Sell	109 -9	-8%	-$830	0.01%	240
2023 Q4	$10.7K	Sell	118 -26	-18%	-$1.98K	0.01%	245
2023 Q3	$11.7K	Sell	144 -17	-11%	-$1.29K	0.02%	213
2023 Q2	$11.2K	Buy	161 +21	+15%	+$1.59K	0.02%	246
2023 Q1	$12.1K	Buy	+140	New	+$10.7K	0.02%	195
2022 Q1	–	Sell	-86	Closed	-$19K	–	463
2021 Q4	$19K	Buy	86 +84	+4,200%	+$20K	0.02%	161
2021 Q3	$0	Hold	2	–	–	﹤0.01%	444
2021 Q2	$0	Hold	2	–	–	﹤0.01%	433
2021 Q1	$0	Hold	2	–	–	﹤0.01%	404
2020 Q4	$1K	Sell	2 -19	-90%	-$4.52K	﹤0.01%	329
2020 Q3	$4K	Buy	+21	New	+$4.38K	0.01%	189
2019 Q3	–	Sell	-32	Closed	-$4K	–	321
2019 Q2	$4K	Sell	32 -9	-22%	-$977	0.01%	201
2019 Q1	$3K	Buy	+41	New	+$3.25K	0.01%	258
2018 Q4	–	Sell	-51	Closed	-$4K	–	364
2018 Q3	$4K	Sell	51 -16	-24%	-$953	0.01%	194
2018 Q2	$3K	Buy	+67	New	+$3.19K	0.01%	206

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

American Century Companies

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

First Trust Advisors

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

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return