Sargent Bickham Lagudis’s Okta OKTA Stock Holding History

Sargent Bickham Lagudis’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 Q4	$3.76K	Sell	55 -44	-44%	-$2.51K	﹤0.01%	834
2022 Q3	$6K	Buy	99 +16	+19%	+$1.38K	﹤0.01%	761
2022 Q2	$8K	Hold	83	–	–	﹤0.01%	730
2022 Q1	$13K	Hold	83	–	–	﹤0.01%	680
2021 Q4	$19K	Sell	83 -13	-14%	-$3.1K	﹤0.01%	613
2021 Q3	$23K	Hold	96	–	–	﹤0.01%	582
2021 Q2	$23K	Buy	96 +39	+68%	+$9.41K	﹤0.01%	585
2021 Q1	$13K	Hold	57	–	–	﹤0.01%	653
2020 Q4	$14K	Hold	57	–	–	﹤0.01%	613
2020 Q3	$12K	Buy	+57	New	+$11.9K	﹤0.01%	577
2019 Q2	–	Sell	-150	Closed	-$12K	–	794
2019 Q1	$12K	Sell	150 -50	-25%	-$3.96K	﹤0.01%	589
2018 Q4	$13K	Hold	200	–	–	﹤0.01%	556
2018 Q3	$14K	Sell	200 -256	-56%	-$15.2K	﹤0.01%	553
2018 Q2	$23K	Hold	456	–	–	﹤0.01%	470
2018 Q1	$18K	Buy	+456	New	+$15.2K	﹤0.01%	492

Other funds holding OKTA

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

Fidelity Investments

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

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return