AWM
OLO

Avior Wealth Management’s Olo Inc OLO Stock Holding History

Avior 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
2025
Q1 		– Sell
-906
Closed -$6.96K – 1823
2024
Q4 		$6.96K Buy
+906
New +$5.66K ﹤0.01% 1751
2024
Q2 		– Sell
-19
Closed -$104 – 3247
2024
Q1 		$104 Buy
+19
New +$104 ﹤0.01% 3175

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Avior Wealth Management's OLO Position: Q1 2025 in Review

Avior Wealth Management sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 906 shares — an estimated $6.96K sold.

Avior Wealth Management first reported a position in OLO in Q1 2024 and held it in 2 quarters. The position peaked at $6.96K in Q4 2024. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

  • Avior Wealth Management reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 906 Olo Inc shares in Q1 2025, an estimated $6.96K.
  • Avior Wealth Management first reported a position in Olo Inc in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Olo Inc position peaked at $6.96K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.