TWA
OKTA icon

TCI Wealth Advisors’s Okta OKTA Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-40
Closed -$3.45K – 1570
2023
Q1 		$3.45K Sell
40
-90
-69% -$6.85K ﹤0.01% 1772
2022
Q4 		$8.88K Buy
130
+64
+97% +$3.65K ﹤0.01% 1148
2022
Q3 		$4K Sell
66
-92
-58% -$7.92K ﹤0.01% 1649
2022
Q2 		$14K Buy
158
+105
+198% +$11.3K ﹤0.01% 811
2022
Q1 		$8K Buy
53
+45
+563% +$8.07K ﹤0.01% 1266
2021
Q4 		$2K Sell
8
-29
-78% -$6.91K ﹤0.01% 2102
2021
Q3 		$9K Buy
+37
New +$9.19K ﹤0.01% 1187
2021
Q2 		– Sell
-15
Closed -$3K – 2410
2021
Q1 		$3K Buy
+15
New +$3.77K ﹤0.01% 1557
2020
Q4 		– Sell
-5
Closed -$1K – 1618
2020
Q3 		$1K Hold
5
– – ﹤0.01% 1379
2020
Q2 		$1K Sell
5
-4
-44% -$679 ﹤0.01% 1303
2020
Q1 		$1K Sell
9
-254
-97% -$31.9K ﹤0.01% 1303
2019
Q4 		$30K Buy
263
+258
+5,160% +$29.7K 0.01% 481
2019
Q3 		$0 Hold
5
– – ﹤0.01% 1593
2019
Q2 		$1K Hold
5
– – ﹤0.01% 1264
2019
Q1 		$0 Hold
5
– – ﹤0.01% 1499
2018
Q4 		$0 Hold
5
– – ﹤0.01% 1589
2018
Q3 		$0 Hold
5
– – ﹤0.01% 1541
2018
Q2 		$0 Buy
+5
New +$238 ﹤0.01% 1571

Other funds holding OKTA

Vanguard Group
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return