CAS
OLO

Coppell Advisory Solutions’s Olo Inc OLO Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-3,309
Closed -$25.5K – 1375
2024
Q4 		$25.5K Hold
3,309
– – ﹤0.01% 786
2024
Q3 		$16.2K Hold
3,309
– – ﹤0.01% 939
2024
Q2 		$14.6K Buy
+3,309
New +$15.7K ﹤0.01% 892
2023
Q4 		$17.3K Buy
+3,309
New +$18.2K ﹤0.01% 784

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

Coppell Advisory Solutions's OLO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 3,309 shares — an estimated $25.5K sold.

Coppell Advisory Solutions first reported a position in OLO in Q4 2023 and held it in 4 quarters. The position peaked at $25.5K in Q4 2024. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3,309 Olo Inc shares in Q1 2025, an estimated $25.5K.
  • Coppell Advisory Solutions first reported a position in Olo Inc in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Olo Inc position peaked at $25.5K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.