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Mascoma Wealth Management’s Okta OKTA Stock Holding History

Mascoma Wealth 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
2022
Q3 		– Sell
-50
Closed -$5K – 620
2022
Q2 		$5K Sell
50
-200
-80% -$21.6K ﹤0.01% 503
2022
Q1 		$38K Hold
250
– – 0.01% 303
2021
Q4 		$56K Buy
250
+50
+25% +$11.9K 0.02% 210
2021
Q3 		$47K Buy
+200
New +$49.7K 0.02% 211
2021
Q2 		– Sell
-600
Closed -$132K – 340
2021
Q1 		$132K Buy
+600
New +$151K 0.06% 128
2019
Q3 		– Sell
-1,200
Closed -$148K – 261
2019
Q2 		$148K Hold
1,200
– – 0.09% 95
2019
Q1 		$99K Hold
1,200
– – 0.07% 105
2018
Q4 		$77K Hold
1,200
– – 0.06% 120
2018
Q3 		$84K Hold
1,200
– – 0.06% 132
2018
Q2 		$60K Hold
1,200
– – 0.04% 142
2018
Q1 		$48K Buy
+1,200
New +$40K 0.03% 153

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