Plante Moran Financial Advisors’s Okta OKTA Stock Holding History

Plante Moran Financial 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	-12	Closed	-$1.12K	–	914
2024 Q2	$1.12K	Hold	12	–	–	﹤0.01%	722
2024 Q1	$1.25K	Sell	12 -30	-71%	-$2.77K	﹤0.01%	780
2023 Q4	$3.8K	Buy	+42	New	+$3.2K	﹤0.01%	669
2023 Q3	–	Sell	-15	Closed	-$1.04K	–	852
2023 Q2	$1.04K	Buy	+15	New	+$1.14K	﹤0.01%	728
2021 Q2	–	Sell	-20	Closed	-$4K	–	1061
2021 Q1	$4K	Hold	20	–	–	﹤0.01%	821
2020 Q4	$5K	Hold	20	–	–	﹤0.01%	701
2020 Q3	$4K	Hold	20	–	–	﹤0.01%	723
2020 Q2	$4K	Hold	20	–	–	﹤0.01%	619
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	655
2019 Q4	$2K	Sell	20 -995	-98%	-$115K	﹤0.01%	698
2019 Q3	$100K	Buy	1,015 +1,000	+6,667%	+$125K	0.03%	241
2019 Q2	$2K	Buy	15 +5	+50%	+$543	﹤0.01%	734
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	750
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	821
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	733
2018 Q2	$1K	Buy	+10	New	+$476	﹤0.01%	775

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