CWM
OLO

Castle Wealth Management’s Olo Inc OLO Stock Holding History

Castle 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
2022
Q4 		– Sell
-6,594
Closed -$53K – 451
2022
Q3 		$53K Buy
6,594
+750
+13% +$7.17K 0.03% 207
2022
Q2 		$58K Buy
+5,844
New +$63.6K 0.03% 197

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Castle Wealth Management's OLO Position: Q4 2022 in Review

Castle Wealth Management sold out of Olo Inc (OLO) in Q4 2022, closing a stake of 6,594 shares — an estimated $53K sold.

Castle Wealth Management first reported a position in OLO in Q2 2022 and held it in 2 quarters. The position peaked at $58K in Q2 2022. 177 funds tracked by Wall St. Rank hold OLO as of Q4 2022.

  • Castle Wealth Management reported no remaining Olo Inc position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 6,594 Olo Inc shares in Q4 2022, an estimated $53K.
  • Castle Wealth Management first reported a position in Olo Inc in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Olo Inc position peaked at $58K in Q2 2022.
  • 177 funds tracked by Wall St. Rank held Olo Inc as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.