Values First Advisors’s Okta OKTA Stock Holding History

Values First 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 Q1	–	Hold	0	–	–	–	389
2021 Q3	–	Sell	-1,247	Closed	-$305K	–	155
2021 Q2	$305K	Buy	1,247 +94	+8%	+$22.7K	0.21%	128
2021 Q1	$254K	Buy	1,153 +63	+6%	+$15.8K	0.19%	128
2020 Q4	$277K	Buy	1,090 +23	+2%	+$5.47K	0.22%	124
2020 Q3	$228K	Buy	+1,067	New	+$222K	0.21%	126

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Values First Advisors's OKTA Position: Q1 2023 in Review

Values First Advisors held its Okta (OKTA) position steady in Q1 2023 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Values First Advisors first reported a position in OKTA in Q3 2020 and has held it in 4 quarters since. The position peaked at $305K in Q2 2021. 635 funds tracked by Wall St. Rank hold OKTA as of Q1 2023.

Values First Advisors held 0 shares of Okta worth $6 as of Q1 2023.
Values First Advisors left its Okta share count unchanged in Q1 2023.
Okta made up ﹤0.01% of Values First Advisors's portfolio in Q1 2023, its #389 holding.
Values First Advisors first reported a position in Okta in Q3 2020 and has held it in 4 quarters since.
Values First Advisors's Okta position peaked at $305K in Q2 2021.
635 funds tracked by Wall St. Rank held Okta as of Q1 2023.

Based on Values First Advisors's 13F filing for Q1 2023, filed 15 May 2023.