Private Ocean’s Okta OKTA Stock Holding History

Private Ocean’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
2023 Q3	–	Sell	-9	Closed	-$624	–	542
2023 Q2	$624	Hold	9	–	–	﹤0.01%	538
2023 Q1	$776	Buy	+9	New	+$685	﹤0.01%	564
2019 Q4	–	Sell	-56	Closed	-$6K	–	583
2019 Q3	$6K	Sell	56 -5	-8%	-$625	﹤0.01%	462
2019 Q2	$7K	Hold	61	–	–	﹤0.01%	366
2019 Q1	$5K	Hold	61	–	–	﹤0.01%	359
2018 Q4	$4K	Hold	61	–	–	﹤0.01%	310
2018 Q3	$4K	Hold	61	–	–	﹤0.01%	303
2018 Q2	$3K	Hold	61	–	–	﹤0.01%	338
2018 Q1	$2K	Buy	+61	New	+$2.04K	﹤0.01%	374

Other funds holding OKTA

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 New York $5.72T 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

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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