AJ Wealth Strategies’s Olo Inc OLO Stock Holding History

AJ Wealth Strategies’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 Q2	$123K	Hold	19,050	–	–	0.01%	287
2023 Q1	$155K	Hold	19,050	–	–	0.01%	275
2022 Q4	$119K	Hold	19,050	–	–	0.01%	285
2022 Q3	$150K	Hold	19,050	–	–	0.01%	287
2022 Q2	$188K	Hold	19,050	–	–	0.01%	281
2022 Q1	$252K	Hold	19,050	–	–	0.01%	275
2021 Q4	$396K	Hold	19,050	–	–	0.02%	219
2021 Q3	$572K	Buy	19,050 +6,000	+46%	+$214K	0.03%	175
2021 Q2	$488K	Buy	+13,050	New	+$414K	0.03%	183

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

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

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

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

NTCM

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

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AJ Wealth Strategies's OLO Position: Q2 2023 in Review

AJ Wealth Strategies held its Olo Inc (OLO) position steady in Q2 2023 at 19,050 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #287.

AJ Wealth Strategies first reported a position in OLO in Q2 2021 and has held it in 9 quarters since. The position peaked at $572K in Q3 2021. 185 funds tracked by Wall St. Rank hold OLO as of Q2 2023.

AJ Wealth Strategies held 19,050 shares of Olo Inc worth $123K as of Q2 2023.
AJ Wealth Strategies left its Olo Inc share count unchanged in Q2 2023.
Olo Inc made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #287 holding.
AJ Wealth Strategies first reported a position in Olo Inc in Q2 2021 and has held it in 9 quarters since.
AJ Wealth Strategies's Olo Inc position peaked at $572K in Q3 2021.
185 funds tracked by Wall St. Rank held Olo Inc as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.