Okta Inc cl a shares owned by AE Wealth Management
Quarter-by-quarter ownership of Okta Inc cl a (OKTA) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Okta Inc cl a
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Quarterly reported holdings in Okta Inc cl a by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 30k | 104.62 |
| 2023-12-31 | $8.6M | 101k | 84.76 |
| 2023-09-30 | $8.8M | 107k | 81.53 |
| 2023-06-30 | $7.6M | 110k | 69.35 |
| 2023-03-31 | $7.6M | 89k | 86.24 |
| 2022-12-31 | $5.4M | 79k | 68.33 |
| 2022-09-30 | $4.6M | 81k | 56.87 |
| 2022-06-30 | $5.0M | 55k | 90.40 |
| 2022-03-31 | $5.5M | 37k | 150.96 |
| 2021-12-31 | $10M | 47k | 224.18 |
| 2021-09-30 | $11M | 46k | 237.34 |
| 2021-06-30 | $12M | 47k | 244.68 |
| 2021-03-31 | $8.6M | 39k | 220.44 |
| 2020-12-31 | $9.3M | 36k | 254.27 |
| 2020-09-30 | $7.8M | 37k | 213.85 |
| 2020-06-30 | $5.6M | 28k | 200.21 |
| 2020-03-31 | $1.3M | 11k | 122.27 |
| 2019-12-31 | $1.2M | 10k | 115.42 |
| 2019-09-30 | $941k | 9.6k | 98.45 |
| 2019-06-30 | $1.1M | 8.9k | 123.52 |