Ownership history in Private Advisor Group, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Private Advisor Group, LLC reported a position in OKLO INC (OKLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Private Advisor Group, LLC outperformed the S&P 500 by +244.7% annually on this OKLO position. Timing score: 67% (4/6 decisions correct). Average cost basis: $63.04. Maximum drawdown during holding period: β35.7%.
π₯ Exceptional β beat the S&P 500 by 244.7% per year on this position.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $8.09 (2024 Q3) Β· Worst: $111.63 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size