MA
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Mezzasalma Advisors’s Okta OKTA Stock Holding History

Mezzasalma Advisors’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
Q2 		– Sell
-3,230
Closed -$338K – 96
2024
Q1 		$338K Sell
3,230
-1,390
-30% -$128K 0.16% 69
2023
Q4 		$418K Sell
4,620
-60
-1% -$4.58K 0.23% 51
2023
Q3 		$381K Hold
4,680
– – 0.24% 52
2023
Q2 		$325K Hold
4,680
– – 0.2% 61
2023
Q1 		$404K Sell
4,680
-270
-5% -$20.6K 0.29% 51
2022
Q4 		$338K Sell
4,950
-860
-15% -$49.1K 0.3% 56
2022
Q3 		$330K Hold
5,810
– – 0.26% 52
2022
Q2 		$525K Hold
5,810
– – 0.44% 37
2022
Q1 		$877K Sell
5,810
-300
-5% -$53.8K 0.55% 31
2021
Q4 		$1.37M Sell
6,110
-10
-0.2% -$2.38K 0.74% 30
2021
Q3 		$1.45M Hold
6,120
– – 0.82% 27
2021
Q2 		$1.5M Hold
6,120
– – 0.82% 27
2021
Q1 		$1.35M Hold
6,120
– – 0.86% 27
2020
Q4 		$1.56M Buy
+6,120
New +$1.45M 1% 26

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
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