Gradient Investments’s Olo Inc OLO Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-98	Closed	-$561	–	1640
2023 Q4	$561	Hold	98	–	–	﹤0.01%	1570
2023 Q3	$594	Buy	+98	New	+$640	﹤0.01%	1513

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Gradient Investments's OLO Position: Q1 2024 in Review

Gradient Investments sold out of Olo Inc (OLO) in Q1 2024, closing a stake of 98 shares — an estimated $561 sold.

Gradient Investments first reported a position in OLO in Q3 2023 and held it in 2 quarters. The position peaked at $594 in Q3 2023. 182 funds tracked by Wall St. Rank hold OLO as of Q1 2024.

Gradient Investments reported no remaining Olo Inc position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 98 Olo Inc shares in Q1 2024, an estimated $561.
Gradient Investments first reported a position in Olo Inc in Q3 2023 and held it in 2 quarters.
Gradient Investments's Olo Inc position peaked at $594 in Q3 2023.
182 funds tracked by Wall St. Rank held Olo Inc as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.