BFEC
OLO

Benjamin F. Edwards & Company’s Olo Inc OLO Stock Holding History

Benjamin F. Edwards & Company’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 		$77K Buy
17,532
+12,225
+230% +$57.9K ﹤0.01% 1207
2024
Q1 		$29K Buy
+5,307
New +$29K ﹤0.01% 1432
2022
Q2 		– Sell
-16
Closed – – 1871
2022
Q1 		$0 Buy
+16
New +$248 ﹤0.01% 1808
2021
Q4 		– Sell
-1,278
Closed -$38K – 1752
2021
Q3 		$38K Buy
+1,278
New +$45.6K ﹤0.01% 1090

Other funds holding OLO

RC
Raine Capital New York $13.5M AUM 20.98% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Benjamin F. Edwards & Company's OLO Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Olo Inc (OLO) stake by 230% in Q2 2024, buying an estimated $57.9K and bringing the position to 17,532 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Benjamin F. Edwards & Company first reported a position in OLO in Q3 2021 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold OLO as of Q2 2024.

  • Benjamin F. Edwards & Company held 17,532 shares of Olo Inc worth $77K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 12,225 Olo Inc shares in Q2 2024, an estimated $57.9K.
  • Olo Inc made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1207 holding.
  • Benjamin F. Edwards & Company first reported a position in Olo Inc in Q3 2021 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held Olo Inc as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.