VWA
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V Wealth Advisors’s Okta OKTA Stock Holding History

V 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
-2,553
Closed -$220K – 400
2023
Q1 		$220K Buy
+2,553
New +$194K 0.04% 341
2022
Q3 		– Sell
-2,334
Closed -$211K – 403
2022
Q2 		$211K Buy
2,334
+234
+11% +$25.3K 0.04% 379
2022
Q1 		$317K Buy
2,100
+32
+2% +$5.74K 0.05% 335
2021
Q4 		$464K Sell
2,068
-138
-6% -$32.9K 0.07% 271
2021
Q3 		$524K Sell
2,206
-9
-0.4% -$2.23K 0.08% 261
2021
Q2 		$537K Sell
2,215
-28
-1% -$6.76K 0.09% 259
2021
Q1 		$494K Buy
2,243
+40
+2% +$10.1K 0.09% 249
2020
Q4 		$560K Buy
+2,203
New +$524K 0.12% 190
2020
Q3 		– Sell
-2,096
Closed -$420K – 287
2020
Q2 		$420K Sell
2,096
-733
-26% -$124K 0.11% 211
2020
Q1 		$346K Buy
+2,829
New +$355K 0.11% 194

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