AWAU
OLO

Alliance Wealth Advisors (Utah)’s Olo Inc OLO Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q3 		– Sell
-22,258
Closed -$98.4K – 243
2024
Q2 		$98.4K Sell
22,258
-518
-2% -$2.45K 0.03% 224
2024
Q1 		$125K Sell
22,776
-74
-0.3% -$404 0.04% 228
2023
Q4 		$131K Buy
22,850
+465
+2% +$2.56K 0.04% 228
2023
Q3 		$136K Sell
22,385
-288
-1% -$1.88K 0.05% 215
2023
Q2 		$146K Sell
22,673
-730
-3% -$5.25K 0.05% 219
2023
Q1 		$191K Buy
23,403
+1,299
+6% +$9.99K 0.08% 218
2022
Q4 		$138K Buy
+22,104
New +$167K 0.06% 213

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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 $79.3B AUM 43.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s OLO Position: Q3 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Olo Inc (OLO) in Q3 2024, closing a stake of 22,258 shares — an estimated $98.4K sold.

Alliance Wealth Advisors (Utah) first reported a position in OLO in Q4 2022 and held it in 7 quarters. The position peaked at $191K in Q1 2023. 185 funds tracked by Wall St. Rank hold OLO as of Q3 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining Olo Inc position as of Q3 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 22,258 Olo Inc shares in Q3 2024, an estimated $98.4K.
  • Alliance Wealth Advisors (Utah) first reported a position in Olo Inc in Q4 2022 and held it in 7 quarters.
  • Alliance Wealth Advisors (Utah)'s Olo Inc position peaked at $191K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Olo Inc as of Q3 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2024, filed 8 Nov 2024.