Optimum Investment Advisors’s Okta OKTA Stock Holding History

Optimum Investment 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 Q3	–	Sell	-150	Closed	-$14K	–	654
2024 Q2	$14K	Sell	150 -200	-57%	-$18.9K	0.01%	488
2024 Q1	$36.6K	Sell	350 -100	-22%	-$9.22K	0.02%	396
2023 Q4	$40.7K	Hold	450	–	–	0.02%	374
2023 Q3	$36.7K	Hold	450	–	–	0.02%	403
2023 Q2	$31.2K	Sell	450 -250	-36%	-$19K	0.02%	425
2023 Q1	$60.4K	Hold	700	–	–	0.03%	347
2022 Q4	$47.8K	Hold	700	–	–	0.03%	384
2022 Q3	$40K	Sell	700 -100	-13%	-$8.6K	0.02%	413
2022 Q2	$72K	Hold	800	–	–	0.04%	338
2022 Q1	$121K	Hold	800	–	–	0.05%	294
2021 Q4	$179K	Hold	800	–	–	0.07%	251
2021 Q3	$190K	Sell	800 -375	-32%	-$93.1K	0.08%	225
2021 Q2	$287K	Buy	1,175 +150	+15%	+$36.2K	0.09%	204
2021 Q1	$226K	Hold	1,025	–	–	0.07%	244
2020 Q4	$261K	Hold	1,025	–	–	0.08%	215
2020 Q3	$219K	Hold	1,025	–	–	0.07%	222
2020 Q2	$205K	Sell	1,025 -300	-23%	-$50.9K	0.07%	233
2020 Q1	$162K	Buy	1,325 +725	+121%	+$91K	0.07%	245
2019 Q4	$69K	Hold	600	–	–	0.02%	462
2019 Q3	$59K	Hold	600	–	–	0.02%	483
2019 Q2	$74K	Hold	600	–	–	0.02%	433
2019 Q1	$50K	Buy	+600	New	+$47.5K	0.02%	504

Other funds holding OKTA

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return