AE Wealth Management’s Olo Inc OLO Stock Holding History

AE Wealth Management’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
2023 Q4	–	Sell	-77,402	Closed	-$469K	–	2140
2023 Q3	$469K	Buy	+77,402	New	+$506K	﹤0.01%	1417

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's OLO Position: Q4 2023 in Review

AE Wealth Management sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 77,402 shares — an estimated $469K sold.

AE Wealth Management first reported a position in OLO in Q3 2023 and held it in 1 quarter. The position peaked at $469K in Q3 2023. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

AE Wealth Management reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 77,402 Olo Inc shares in Q4 2023, an estimated $469K.
AE Wealth Management first reported a position in Olo Inc in Q3 2023 and held it in 1 quarter.
AE Wealth Management's Olo Inc position peaked at $469K in Q3 2023.
184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.