SIA
OKLO

Schechter Investment Advisors’s Oklo OKLO Stock Holding History

Schechter Investment 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
-532,928
Closed -$5.56M – 680
2023
Q2 		$5.56M Sell
532,928
-1,072,858
-67% -$11.2M 0.5% 35
2023
Q1 		$16.3M Buy
1,605,786
+905,895
+129% +$9.12M 1.51% 9
2022
Q4 		$6.94M Buy
699,891
+643,151
+1,134% +$6.33M 0.63% 18
2022
Q3 		$554K Buy
56,740
+3,200
+6% +$31.1K 0.05% 476
2022
Q2 		$517K Buy
+53,540
New +$520K 0.05% 515

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

Schechter Investment Advisors's OKLO Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Oklo (OKLO) in Q3 2023, closing a stake of 532,928 shares — an estimated $5.56M sold.

Schechter Investment Advisors first reported a position in OKLO in Q2 2022 and held it in 5 quarters. The position peaked at $16.3M in Q1 2023. 65 funds tracked by Wall St. Rank hold OKLO as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Oklo position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 532,928 Oklo shares in Q3 2023, an estimated $5.56M.
  • Schechter Investment Advisors first reported a position in Oklo in Q2 2022 and held it in 5 quarters.
  • Schechter Investment Advisors's Oklo position peaked at $16.3M in Q1 2023.
  • 65 funds tracked by Wall St. Rank held Oklo as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.