TPA
OKTA icon

Trivium Point Advisory’s Okta OKTA Stock Holding History

Trivium Point Advisory’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
Q2 		– Sell
-2,552
Closed -$383K – 228
2022
Q1 		$383K Sell
2,552
-273
-10% -$48.9K 0.09% 181
2021
Q4 		$633K Buy
2,825
+259
+10% +$61.7K 0.13% 149
2021
Q3 		$600K Buy
2,566
+137
+6% +$34K 0.14% 142
2021
Q2 		$594K Buy
2,429
+204
+9% +$49.2K 0.15% 143
2021
Q1 		$490K Buy
2,225
+102
+5% +$25.6K 0.13% 148
2020
Q4 		$533K Buy
2,123
+232
+12% +$55.1K 0.15% 135
2020
Q3 		$404K Buy
1,891
+218
+13% +$45.4K 0.14% 130
2020
Q2 		$347K Buy
+1,673
New +$284K 0.14% 129

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return