Benjamin Edwards Inc’s Olo Inc OLO Stock Holding History

Benjamin Edwards Inc’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 Q4	–	Sell	-18,447	Closed	-$91.5K	–	1131
2024 Q3	$91.5K	Buy	+18,447	New	+$91.2K	﹤0.01%	1075

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Benjamin Edwards Inc's OLO Position: Q4 2024 in Review

Benjamin Edwards Inc sold out of Olo Inc (OLO) in Q4 2024, closing a stake of 18,447 shares — an estimated $91.5K sold.

Benjamin Edwards Inc first reported a position in OLO in Q3 2024 and held it in 1 quarter. The position peaked at $91.5K in Q3 2024. 208 funds tracked by Wall St. Rank hold OLO as of Q4 2024.

Benjamin Edwards Inc reported no remaining Olo Inc position as of Q4 2024 after selling out during the quarter.
Benjamin Edwards Inc sold 18,447 Olo Inc shares in Q4 2024, an estimated $91.5K.
Benjamin Edwards Inc first reported a position in Olo Inc in Q3 2024 and held it in 1 quarter.
Benjamin Edwards Inc's Olo Inc position peaked at $91.5K in Q3 2024.
208 funds tracked by Wall St. Rank held Olo Inc as of Q4 2024.

Based on Benjamin Edwards Inc's 13F filing for Q4 2024, filed 14 Feb 2025.