GWS
OLO

Glassman Wealth Services’s Olo Inc OLO Stock Holding History

Glassman Wealth 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
2023
Q4 		– Sell
-31
Closed -$188 – 2049
2023
Q3 		$188 Hold
31
– – ﹤0.01% 1898
2023
Q2 		$200 Hold
31
– – ﹤0.01% 1809
2023
Q1 		$253 Hold
31
– – ﹤0.01% 1746
2022
Q4 		$194 Buy
+31
New +$234 ﹤0.01% 1804

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glassman Wealth Services's OLO Position: Q4 2023 in Review

Glassman Wealth Services sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 31 shares — an estimated $188 sold.

Glassman Wealth Services first reported a position in OLO in Q4 2022 and held it in 4 quarters. The position peaked at $253 in Q1 2023. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

  • Glassman Wealth Services reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 31 Olo Inc shares in Q4 2023, an estimated $188.
  • Glassman Wealth Services first reported a position in Olo Inc in Q4 2022 and held it in 4 quarters.
  • Glassman Wealth Services's Olo Inc position peaked at $253 in Q1 2023.
  • 184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.