Opal Wealth Advisors’s Olo Inc OLO Stock Holding History

Opal Wealth 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	-1,087	Closed	-$4.8K	–	876
2024 Q2	$4.8K	Buy	+1,087	New	+$5.15K	﹤0.01%	811

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 $500M AUM 25.3% 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 $79.3B AUM 43.63% 1-Year Est. Return

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

Opal Wealth Advisors's OLO Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Olo Inc (OLO) in Q3 2024, closing a stake of 1,087 shares — an estimated $4.8K sold.

Opal Wealth Advisors first reported a position in OLO in Q2 2024 and held it in 1 quarter. The position peaked at $4.8K in Q2 2024. 185 funds tracked by Wall St. Rank hold OLO as of Q3 2024.

Opal Wealth Advisors reported no remaining Olo Inc position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 1,087 Olo Inc shares in Q3 2024, an estimated $4.8K.
Opal Wealth Advisors first reported a position in Olo Inc in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Olo Inc position peaked at $4.8K in Q2 2024.
185 funds tracked by Wall St. Rank held Olo Inc as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.