Level Four Advisory Services’s Olo Inc OLO Stock Holding History

Level Four Advisory 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
2024 Q2	–	Sell	-12,000	Closed	-$68.6K	–	851
2024 Q1	$68.6K	Hold	12,000	–	–	﹤0.01%	754
2023 Q4	$68.6K	Hold	12,000	–	–	﹤0.01%	750
2023 Q3	$72.7K	Sell	12,000 -4,000	-25%	-$26.1K	﹤0.01%	723
2023 Q2	$103K	Hold	16,000	–	–	0.01%	776
2023 Q1	$131K	Hold	16,000	–	–	0.01%	728
2022 Q4	$100K	Sell	16,000 -13,100	-45%	-$98.8K	0.01%	644
2022 Q3	$230K	Sell	29,100 -3,000	-9%	-$28.7K	0.02%	476
2022 Q2	$317K	Buy	32,100 +15,950	+99%	+$174K	0.03%	441
2022 Q1	$214K	Sell	16,150 -6,950	-30%	-$108K	0.02%	586
2021 Q4	$481K	Buy	+23,100	New	+$601K	0.04%	396

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $79.3B AUM 43.63% 1-Year Est. Return

Level Four Advisory Services's OLO Position: Q2 2024 in Review

Level Four Advisory Services sold out of Olo Inc (OLO) in Q2 2024, closing a stake of 12,000 shares — an estimated $68.6K sold.

Level Four Advisory Services first reported a position in OLO in Q4 2021 and held it in 10 quarters. The position peaked at $481K in Q4 2021. 192 funds tracked by Wall St. Rank hold OLO as of Q2 2024.

Level Four Advisory Services reported no remaining Olo Inc position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 12,000 Olo Inc shares in Q2 2024, an estimated $68.6K.
Level Four Advisory Services first reported a position in Olo Inc in Q4 2021 and held it in 10 quarters.
Level Four Advisory Services's Olo Inc position peaked at $481K in Q4 2021.
192 funds tracked by Wall St. Rank held Olo Inc as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.