TCWM
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Total Clarity Wealth Management’s Okta OKTA Stock Holding History

Total Clarity Wealth Management’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
Q3 		– Sell
-655
Closed -$59K – 737
2022
Q2 		$59K Buy
+655
New +$70.7K 0.03% 387
2022
Q1 		– Sell
-656
Closed -$147K – 678
2021
Q4 		$147K Hold
656
– – 0.07% 260
2021
Q3 		$156K Buy
+656
New +$163K 0.07% 247
2021
Q2 		– Sell
-616
Closed -$136K – 561
2021
Q1 		$136K Buy
+616
New +$155K 0.08% 212
2020
Q3 		– Sell
-1,241
Closed -$248K – 131
2020
Q2 		$248K Buy
+1,241
New +$211K 0.23% 107
2020
Q1 		– Sell
-1,190
Closed -$137K – 450
2019
Q4 		$137K Buy
+1,190
New +$137K 0.1% 152

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return