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Oppenheimer Asset Management’s Okta OKTA Stock Holding History

Oppenheimer Asset 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
Q2 		– Sell
-3,113
Closed -$471K – 1192
2022
Q1 		$471K Buy
3,113
+41
+1% +$7.35K 0.01% 927
2021
Q4 		$689K Sell
3,072
-18
-0.6% -$4.29K 0.01% 883
2021
Q3 		$733K Buy
3,090
+502
+19% +$125K 0.01% 834
2021
Q2 		$633K Buy
2,588
+1,333
+106% +$322K 0.01% 886
2021
Q1 		$277K Sell
1,255
-3,265
-72% -$821K ﹤0.01% 1044
2020
Q4 		$1.15M Buy
4,520
+24
+0.5% +$5.7K 0.02% 647
2020
Q3 		$962K Buy
4,496
+133
+3% +$27.7K 0.02% 629
2020
Q2 		$874K Buy
4,363
+850
+24% +$144K 0.02% 634
2020
Q1 		$430K Buy
+3,513
New +$441K 0.01% 781
2019
Q1 		– Sell
-4,069
Closed -$260K – 1636
2018
Q4 		$260K Sell
4,069
-150
-4% -$8.89K 0.01% 939
2018
Q3 		$297K Sell
4,219
-58
-1% -$3.45K 0.01% 970
2018
Q2 		$215K Buy
+4,277
New +$204K 0.01% 1060

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Fidelity Investments
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Wellington Management Group
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First Trust Advisors
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State Street
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Sands Capital Management
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DMC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return