VWM
OKLO

Venturi Wealth Management’s Oklo OKLO Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-1,100
Closed -$23.4K – 1900
2024
Q4 		$23.4K Buy
+1,100
New +$21.3K ﹤0.01% 1226

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PIC
Portland Investment Counsel Burlington, Ontario, Canada $312M AUM 53.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's OKLO Position: Q1 2025 in Review

Venturi Wealth Management sold out of Oklo (OKLO) in Q1 2025, closing a stake of 1,100 shares — an estimated $23.4K sold.

Venturi Wealth Management first reported a position in OKLO in Q4 2024 and held it in 1 quarter. The position peaked at $23.4K in Q4 2024. 292 funds tracked by Wall St. Rank hold OKLO as of Q1 2025.

  • Venturi Wealth Management reported no remaining Oklo position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,100 Oklo shares in Q1 2025, an estimated $23.4K.
  • Venturi Wealth Management first reported a position in Oklo in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Oklo position peaked at $23.4K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Oklo as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.