SMA
OKLO

Sage Mountain Advisors’s Oklo OKLO Stock Holding History

Sage Mountain Advisors’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,338
Closed -$233K – 386
2023
Q2 		$233K Sell
22,338
-30,822
-58% -$321K 0.03% 222
2023
Q1 		$540K Buy
53,160
+1,010
+2% +$10.2K 0.09% 96
2022
Q4 		$517K Buy
52,150
+31,991
+159% +$315K 0.12% 70
2022
Q3 		$197K Sell
20,159
-14,140
-41% -$137K 0.05% 169
2022
Q2 		$331K Buy
+34,299
New +$333K 0.06% 312

Other funds holding OKLO

ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
FBCM
Fort Baker Capital Management Larkspur, California $1.27B AUM 25.46% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Sage Mountain Advisors's OKLO Position: Q3 2023 in Review

Sage Mountain Advisors sold out of Oklo (OKLO) in Q3 2023, closing a stake of 22,338 shares — an estimated $233K sold.

Sage Mountain Advisors first reported a position in OKLO in Q2 2022 and held it in 5 quarters. The position peaked at $540K in Q1 2023. 65 funds tracked by Wall St. Rank hold OKLO as of Q3 2023.

  • Sage Mountain Advisors reported no remaining Oklo position as of Q3 2023 after selling out during the quarter.
  • Sage Mountain Advisors sold 22,338 Oklo shares in Q3 2023, an estimated $233K.
  • Sage Mountain Advisors first reported a position in Oklo in Q2 2022 and held it in 5 quarters.
  • Sage Mountain Advisors's Oklo position peaked at $540K in Q1 2023.
  • 65 funds tracked by Wall St. Rank held Oklo as of Q3 2023.

Based on Sage Mountain Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.