AFS
OLO

Annapolis Financial Services’s Olo Inc OLO Stock Holding History

Annapolis Financial Services’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
-135
Closed -$819 – 486
2023
Q3 		$819 Buy
+135
New +$882 ﹤0.01% 458

Other funds holding OLO

RC
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Annapolis Financial Services's OLO Position: Q4 2023 in Review

Annapolis Financial Services sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 135 shares — an estimated $819 sold.

Annapolis Financial Services first reported a position in OLO in Q3 2023 and held it in 1 quarter. The position peaked at $819 in Q3 2023. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

  • Annapolis Financial Services reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 135 Olo Inc shares in Q4 2023, an estimated $819.
  • Annapolis Financial Services first reported a position in Olo Inc in Q3 2023 and held it in 1 quarter.
  • Annapolis Financial Services's Olo Inc position peaked at $819 in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.