Baker Tilly Wealth Management’s Olo Inc OLO Stock Holding History

Baker Tilly 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
2024 Q2	–	Sell	-31,785	Closed	-$175K	–	375
2024 Q1	$175K	Buy	31,785 +119	+0.4%	+$650	0.03%	408
2023 Q4	$181K	Buy	31,666 +3,580	+13%	+$19.7K	0.03%	455
2023 Q3	$170K	Sell	28,086 -6,902	-20%	-$45.1K	0.03%	442
2023 Q2	$226K	Sell	34,988 -2,909	-8%	-$20.9K	0.02%	506
2023 Q1	$309K	Sell	37,897 -2,639	-7%	-$20.3K	0.03%	447
2022 Q4	$253K	Buy	+40,536	New	+$306K	0.03%	468
2021 Q4	–	Sell	-7,140	Closed	-$214K	–	540
2021 Q3	$214K	Buy	7,140 +940	+15%	+$33.6K	0.03%	478
2021 Q2	$232K	Buy	+6,200	New	+$197K	0.04%	449

Other funds holding OLO

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

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Baker Tilly Wealth Management's OLO Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Olo Inc (OLO) in Q2 2024, closing a stake of 31,785 shares — an estimated $175K sold.

Baker Tilly Wealth Management first reported a position in OLO in Q2 2021 and held it in 8 quarters. The position peaked at $309K in Q1 2023. 192 funds tracked by Wall St. Rank hold OLO as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Olo Inc position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 31,785 Olo Inc shares in Q2 2024, an estimated $175K.
Baker Tilly Wealth Management first reported a position in Olo Inc in Q2 2021 and held it in 8 quarters.
Baker Tilly Wealth Management's Olo Inc position peaked at $309K in Q1 2023.
192 funds tracked by Wall St. Rank held Olo Inc as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.