CPA
OLO

Capital Performance Advisors’s Olo Inc OLO Stock Holding History

Capital Performance 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
Q4 		– Sell
-557
Closed -$2.76K – 1876
2024
Q3 		$2.76K Buy
+557
New +$2.75K ﹤0.01% 1397

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Performance Advisors's OLO Position: Q4 2024 in Review

Capital Performance Advisors sold out of Olo Inc (OLO) in Q4 2024, closing a stake of 557 shares — an estimated $2.76K sold.

Capital Performance Advisors first reported a position in OLO in Q3 2024 and held it in 1 quarter. The position peaked at $2.76K in Q3 2024. 208 funds tracked by Wall St. Rank hold OLO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Olo Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 557 Olo Inc shares in Q4 2024, an estimated $2.76K.
  • Capital Performance Advisors first reported a position in Olo Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Olo Inc position peaked at $2.76K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.