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Okta Inc cl a shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Okta Inc cl a (OKTA) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Okta Inc cl a

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All positions including Okta Inc cl a held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Okta Inc cl a by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $449k 4.6k 98.56
2023-06-30 $349k 4.7k 73.98
2023-03-31 $327k 4.7k 69.32

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View all positions for Cm Wealth Advisors

Top funds holding Okta Inc cl a

Vanguard Group
FMR
BlackRock
Sands Capital Management
Ing Investment Management
American Century Companies
Champlain Investment Partners
First Trust Advisors
Geode Capital Management
Susquehanna International
Whale Rock Capital Management
D. E. Shaw & Co
Morgan Stanley
Eminence Capital
Citadel Advisors

View all funds holding Okta Inc cl a