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Money Concepts Capital’s Okta OKTA Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-885
Closed -$60.5K – 2099
2022
Q4 		$60.5K Buy
885
+863
+3,923% +$49.3K ﹤0.01% 1175
2022
Q3 		$1K Hold
22
– – ﹤0.01% 1489
2022
Q2 		$2K Sell
22
-946
-98% -$102K ﹤0.01% 1333
2022
Q1 		$146K Buy
+968
New +$174K 0.01% 853

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return