Commonwealth Equity Services
OLO

Commonwealth Equity Services’s Olo Inc OLO Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-6,944
Closed -$208K – 3707
2021
Q3 		$208K Buy
6,944
+545
+9% +$19.5K ﹤0.01% 3243
2021
Q2 		$239K Buy
+6,399
New +$203K ﹤0.01% 3117

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Commonwealth Equity Services's OLO Position: Q4 2021 in Review

Commonwealth Equity Services sold out of Olo Inc (OLO) in Q4 2021, closing a stake of 6,944 shares — an estimated $208K sold.

Commonwealth Equity Services first reported a position in OLO in Q2 2021 and held it in 2 quarters. The position peaked at $239K in Q2 2021. 150 funds tracked by Wall St. Rank hold OLO as of Q4 2021.

  • Commonwealth Equity Services reported no remaining Olo Inc position as of Q4 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,944 Olo Inc shares in Q4 2021, an estimated $208K.
  • Commonwealth Equity Services first reported a position in Olo Inc in Q2 2021 and held it in 2 quarters.
  • Commonwealth Equity Services's Olo Inc position peaked at $239K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held Olo Inc as of Q4 2021.

Based on Commonwealth Equity Services's 13F filing for Q4 2021, filed 31 Jan 2022.