Sigma Planning Corp’s Okta OKTA Stock Holding History

Sigma Planning Corp’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 Q4	–	Sell	-4,177	Closed	-$340K	–	1072
2023 Q3	$340K	Buy	4,177 +710	+20%	+$53.8K	0.01%	870
2023 Q2	$240K	Buy	+3,467	New	+$263K	0.01%	1022
2022 Q2	–	Sell	-1,434	Closed	-$216K	–	1390
2022 Q1	$216K	Sell	1,434 -3,061	-68%	-$549K	0.01%	1213
2021 Q4	$1.01M	Buy	4,495 +17	+0.4%	+$4.05K	0.03%	542
2021 Q3	$1.06M	Sell	4,478 -878	-16%	-$218K	0.03%	515
2021 Q2	$1.31M	Buy	5,356 +911	+20%	+$220K	0.04%	461
2021 Q1	$980K	Sell	4,445 -73	-2%	-$18.3K	0.03%	505
2020 Q4	$1.15M	Sell	4,518 -626	-12%	-$149K	0.04%	405
2020 Q3	$1.1M	Buy	5,144 +221	+4%	+$46.1K	0.04%	373
2020 Q2	$986K	Sell	4,923 -1,918	-28%	-$326K	0.04%	397
2020 Q1	$836K	Sell	6,841 -2,049	-23%	-$257K	0.05%	359
2019 Q4	$1.03M	Sell	8,890 -2,836	-24%	-$327K	0.05%	399
2019 Q3	$1.16M	Sell	11,726 -555	-5%	-$69.3K	0.06%	340
2019 Q2	$1.52M	Buy	12,281 +830	+7%	+$90.1K	0.08%	267
2019 Q1	$947K	Buy	11,451 +5,868	+105%	+$465K	0.05%	330
2018 Q4	$356K	Buy	5,583 +2,442	+78%	+$145K	0.03%	542
2018 Q3	$221K	Buy	+3,141	New	+$187K	0.01%	838

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 $5.7T 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

VOYA Investment Management

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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