HighTower Advisors’s Olo Inc OLO Stock Holding History

HighTower 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
2024 Q3	–	Sell	-15,303	Closed	-$67K	–	3901
2024 Q2	$67K	Buy	15,303 +1,618	+12%	+$7.66K	﹤0.01%	3269
2024 Q1	$75K	Buy	+13,685	New	+$74.7K	﹤0.01%	3207
2022 Q4	–	Sell	-10,135	Closed	-$80K	–	3459
2022 Q3	$80K	Sell	10,135 -2,449	-19%	-$23.4K	﹤0.01%	2811
2022 Q2	$124K	Sell	12,584 -3,452	-22%	-$37.6K	﹤0.01%	2744
2022 Q1	$213K	Buy	16,036 +1,758	+12%	+$27.2K	﹤0.01%	2804
2021 Q4	$296K	Buy	14,278 +3,658	+34%	+$95.2K	﹤0.01%	2480
2021 Q3	$317K	Sell	10,620 -894	-8%	-$31.9K	﹤0.01%	2373
2021 Q2	$430K	Buy	11,514 +561	+5%	+$17.8K	﹤0.01%	2133
2021 Q1	$291K	Buy	+10,953	New	+$329K	﹤0.01%	2325

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

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

HighTower Advisors's OLO Position: Q3 2024 in Review

HighTower Advisors sold out of Olo Inc (OLO) in Q3 2024, closing a stake of 15,303 shares — an estimated $67K sold.

HighTower Advisors first reported a position in OLO in Q1 2021 and held it in 9 quarters. The position peaked at $430K in Q2 2021. 185 funds tracked by Wall St. Rank hold OLO as of Q3 2024.

HighTower Advisors reported no remaining Olo Inc position as of Q3 2024 after selling out during the quarter.
HighTower Advisors sold 15,303 Olo Inc shares in Q3 2024, an estimated $67K.
HighTower Advisors first reported a position in Olo Inc in Q1 2021 and held it in 9 quarters.
HighTower Advisors's Olo Inc position peaked at $430K in Q2 2021.
185 funds tracked by Wall St. Rank held Olo Inc as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.