IHWM
OLO

Iron Horse Wealth Management’s Olo Inc OLO Stock Holding History

Iron Horse Wealth Management’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
-523
Closed -$3.17K – 513
2023
Q3 		$3.17K Buy
+523
New +$3.42K ﹤0.01% 309

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

Iron Horse Wealth Management's OLO Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 523 shares — an estimated $3.17K sold.

Iron Horse Wealth Management first reported a position in OLO in Q3 2023 and held it in 1 quarter. The position peaked at $3.17K in Q3 2023. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

  • Iron Horse Wealth Management reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 523 Olo Inc shares in Q4 2023, an estimated $3.17K.
  • Iron Horse Wealth Management first reported a position in Olo Inc in Q3 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's Olo Inc position peaked at $3.17K in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.