Beacon Pointe Advisors’s Olo Inc OLO Stock Holding History

Beacon Pointe Advisors’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	-69,531	Closed	-$382K	–	1355
2024 Q1	$382K	Buy	+69,531	New	+$380K	﹤0.01%	1017

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 $71.6B AUM 29.66% 1-Year Est. Return

Beacon Pointe Advisors's OLO Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of Olo Inc (OLO) in Q2 2024, closing a stake of 69,531 shares — an estimated $382K sold.

Beacon Pointe Advisors first reported a position in OLO in Q1 2024 and held it in 1 quarter. The position peaked at $382K in Q1 2024. 192 funds tracked by Wall St. Rank hold OLO as of Q2 2024.

Beacon Pointe Advisors reported no remaining Olo Inc position as of Q2 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 69,531 Olo Inc shares in Q2 2024, an estimated $382K.
Beacon Pointe Advisors first reported a position in Olo Inc in Q1 2024 and held it in 1 quarter.
Beacon Pointe Advisors's Olo Inc position peaked at $382K in Q1 2024.
192 funds tracked by Wall St. Rank held Olo Inc as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.