ASN
OLO

Advisory Services Network’s Olo Inc OLO Stock Holding History

Advisory Services Network’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,895
Closed -$45.2K – 2945
2023
Q4 		$45.2K Buy
+7,895
New +$43.4K ﹤0.01% 2076
2023
Q2 		– Sell
-11,443
Closed -$93.4K – 2927
2023
Q1 		$93.4K Sell
11,443
-125
-1% -$962 ﹤0.01% 1695
2022
Q4 		$72.3K Buy
+11,568
New +$87.3K ﹤0.01% 1779

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Advisory Services Network's OLO Position: Q1 2024 in Review

Advisory Services Network sold out of Olo Inc (OLO) in Q1 2024, closing a stake of 7,895 shares — an estimated $45.2K sold.

Advisory Services Network first reported a position in OLO in Q4 2022 and held it in 3 quarters. The position peaked at $93.4K in Q1 2023. 182 funds tracked by Wall St. Rank hold OLO as of Q1 2024.

  • Advisory Services Network reported no remaining Olo Inc position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 7,895 Olo Inc shares in Q1 2024, an estimated $45.2K.
  • Advisory Services Network first reported a position in Olo Inc in Q4 2022 and held it in 3 quarters.
  • Advisory Services Network's Olo Inc position peaked at $93.4K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held Olo Inc as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.