NewEdge Advisors’s Olo Inc OLO Stock Holding History

NewEdge 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
2023 Q1	–	Sell	-770	Closed	-$4.81K	–	3918
2022 Q4	$4.81K	Buy	+770	New	+$5.81K	﹤0.01%	2605

Other funds holding OLO

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's OLO Position: Q1 2023 in Review

NewEdge Advisors sold out of Olo Inc (OLO) in Q1 2023, closing a stake of 770 shares — an estimated $4.81K sold.

NewEdge Advisors first reported a position in OLO in Q4 2022 and held it in 1 quarter. The position peaked at $4.81K in Q4 2022. 181 funds tracked by Wall St. Rank hold OLO as of Q1 2023.

NewEdge Advisors reported no remaining Olo Inc position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 770 Olo Inc shares in Q1 2023, an estimated $4.81K.
NewEdge Advisors first reported a position in Olo Inc in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's Olo Inc position peaked at $4.81K in Q4 2022.
181 funds tracked by Wall St. Rank held Olo Inc as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.