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Mizuho Securities’s Okta OKTA Stock Holding History

Mizuho Securities’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 		– Sell
-27
Closed -$2K – 160
2022
Q3 		$2K Hold
27
– – ﹤0.01% 177
2022
Q2 		$6K Hold
27
– – ﹤0.01% 137
2022
Q1 		$4K Buy
27
+1
+4% +$179 ﹤0.01% 163
2021
Q4 		$6K Hold
26
– – ﹤0.01% 131
2021
Q3 		$6K Sell
26
-2
-7% -$497 ﹤0.01% 139
2021
Q2 		$7K Hold
28
– – ﹤0.01% 132
2021
Q1 		$6K Buy
28
+8
+40% +$2.01K ﹤0.01% 134
2020
Q4 		$5K Buy
+20
New +$4.75K ﹤0.01% 140
2020
Q1 		– Sell
-700
Closed -$81K – 107
2019
Q4 		$81K Hold
700
– – 0.04% 90
2019
Q3 		$69K Buy
+700
New +$87.4K 0.05% 97
2019
Q2 		– Sell
-2,600
Closed -$215K – 175
2019
Q1 		$215K Hold
2,600
– – 0.47% 34
2018
Q4 		$166K Buy
+2,600
New +$154K 0.01% 20

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
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
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
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