PA
OLO

Paragon Advisors’s Olo Inc OLO Stock Holding History

Paragon 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
2021
Q4 		– Sell
-24,545
Closed -$737K – 74
2021
Q3 		$737K Buy
24,545
+1,520
+7% +$54.3K 0.36% 54
2021
Q2 		$861K Buy
+23,025
New +$731K 0.4% 53

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Paragon Advisors's OLO Position: Q4 2021 in Review

Paragon Advisors sold out of Olo Inc (OLO) in Q4 2021, closing a stake of 24,545 shares — an estimated $737K sold.

Paragon Advisors first reported a position in OLO in Q2 2021 and held it in 2 quarters. The position peaked at $861K in Q2 2021. 150 funds tracked by Wall St. Rank hold OLO as of Q4 2021.

  • Paragon Advisors reported no remaining Olo Inc position as of Q4 2021 after selling out during the quarter.
  • Paragon Advisors sold 24,545 Olo Inc shares in Q4 2021, an estimated $737K.
  • Paragon Advisors first reported a position in Olo Inc in Q2 2021 and held it in 2 quarters.
  • Paragon Advisors's Olo Inc position peaked at $861K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held Olo Inc as of Q4 2021.

Based on Paragon Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.