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OLO

FDx Advisors’s Olo Inc OLO Stock Holding History

FDx 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
2023
Q2 		– Sell
-21,979
Closed -$137K – 813
2023
Q1 		$137K Hold
21,979
– – 0.01% 722
2022
Q4 		$137K Buy
21,979
+589
+3% +$4.44K 0.01% 722
2022
Q3 		$169K Sell
21,390
-3,546
-14% -$33.9K 0.01% 696
2022
Q2 		$246K Buy
24,936
+2,736
+12% +$29.8K 0.01% 701
2022
Q1 		$294K Buy
22,200
+10,264
+86% +$159K 0.01% 672
2021
Q4 		$248K Buy
11,936
+4,258
+55% +$111K 0.01% 769
2021
Q3 		$231K Buy
+7,678
New +$274K 0.01% 751

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

FDx Advisors's OLO Position: Q2 2023 in Review

FDx Advisors sold out of Olo Inc (OLO) in Q2 2023, closing a stake of 21,979 shares — an estimated $137K sold.

FDx Advisors first reported a position in OLO in Q3 2021 and held it in 7 quarters. The position peaked at $294K in Q1 2022. 185 funds tracked by Wall St. Rank hold OLO as of Q2 2023.

  • FDx Advisors reported no remaining Olo Inc position as of Q2 2023 after selling out during the quarter.
  • FDx Advisors sold 21,979 Olo Inc shares in Q2 2023, an estimated $137K.
  • FDx Advisors first reported a position in Olo Inc in Q3 2021 and held it in 7 quarters.
  • FDx Advisors's Olo Inc position peaked at $294K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Olo Inc as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.