WS
OKTA icon

Wedbush Securities’s Okta OKTA Stock Holding History

Wedbush Securities’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
-6,822
Closed -$1.03M – 1147
2022
Q1 		$1.03M Sell
6,822
-467
-6% -$83.7K 0.05% 334
2021
Q4 		$1.63M Sell
7,289
-252
-3% -$60K 0.07% 228
2021
Q3 		$1.79M Buy
7,541
+67
+0.9% +$16.6K 0.09% 203
2021
Q2 		$1.83M Sell
7,474
-103
-1% -$24.9K 0.09% 208
2021
Q1 		$1.67M Buy
7,577
+4,242
+127% +$1.07M 0.09% 197
2020
Q4 		$848K Buy
3,335
+99
+3% +$23.5K 0.07% 285
2020
Q3 		$692K Buy
3,236
+828
+34% +$173K 0.07% 317
2020
Q2 		$482K Buy
2,408
+200
+9% +$34K 0.05% 439
2020
Q1 		$270K Sell
2,208
-1,230
-36% -$154K 0.03% 562
2019
Q4 		$397K Sell
3,438
-297
-8% -$34.2K 0.04% 560
2019
Q3 		$368K Sell
3,735
-1,336
-26% -$167K 0.04% 556
2019
Q2 		$626K Buy
5,071
+1,047
+26% +$114K 0.06% 353
2019
Q1 		$333K Buy
+4,024
New +$319K 0.04% 554

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