NCM
OKTA icon

Northwest Capital Management’s Okta OKTA Stock Holding History

Northwest Capital 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
-70
Closed -$5.2K – 460
2024
Q3 		$5.2K Hold
70
– – ﹤0.01% 355
2024
Q2 		$6.55K Hold
70
– – ﹤0.01% 344
2024
Q1 		$7.32K Hold
70
– – ﹤0.01% 411
2023
Q4 		$6.34K Hold
70
– – ﹤0.01% 419
2023
Q3 		$5.71K Sell
70
-51
-42% -$3.87K ﹤0.01% 417
2023
Q2 		$8.39K Buy
+121
New +$9.19K ﹤0.01% 388

Other funds holding OKTA

Vanguard Group
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
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
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return