CP
OLO

Castleview Partners’s Olo Inc OLO Stock Holding History

Castleview Partners’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
2021
Q2 		$47K Buy
+1,263
New +$40.1K 0.02% 431

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Castleview Partners's OLO Position: Q2 2021 in Review

Castleview Partners opened a new position in Olo Inc (OLO) in Q2 2021: 1,263 shares worth $47K. The stake represents 0.02% of the portfolio and ranks #431 among its holdings.

102 funds tracked by Wall St. Rank hold OLO as of Q2 2021.

  • Castleview Partners held 1,263 shares of Olo Inc worth $47K as of Q2 2021.
  • Olo Inc was a new Castleview Partners position in Q2 2021.
  • Olo Inc made up 0.02% of Castleview Partners's portfolio in Q2 2021, its #431 holding.
  • 102 funds tracked by Wall St. Rank held Olo Inc as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.