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Vigilare Wealth Management’s Okta OKTA Stock Holding History

Vigilare 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
Q2 		– Sell
-1,670
Closed -$252K – 140
2022
Q1 		$252K Sell
1,670
-1,440
-46% -$258K 0.21% 114
2021
Q4 		$697K Buy
3,110
+414
+15% +$98.6K 0.41% 64
2021
Q3 		$640K Buy
2,696
+141
+6% +$35K 0.4% 67
2021
Q2 		$625K Buy
2,555
+591
+30% +$143K 0.38% 66
2021
Q1 		$433K Buy
1,964
+1,023
+109% +$257K 0.31% 92
2020
Q4 		$239K Sell
941
-219
-19% -$52.1K 0.23% 108
2020
Q3 		$248K Buy
+1,160
New +$242K 0.26% 93
2020
Q2 		– Sell
-1,650
Closed -$202K – 141
2020
Q1 		$202K Buy
+1,650
New +$207K 0.24% 101

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