OIA
OKTA icon

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
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
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
CIP
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return