PWS
OLO

Precision Wealth Strategies’s Olo Inc OLO Stock Holding History

Precision Wealth Strategies’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
-21,938
Closed -$97K – 119
2024
Q2 		$97K Buy
21,938
+6,045
+38% +$28.6K 0.1% 102
2024
Q1 		$87.3K Buy
15,893
+2,032
+15% +$11.1K 0.08% 99
2023
Q4 		$79.3K Buy
13,861
+258
+2% +$1.42K 0.08% 89
2023
Q3 		$82.4K Buy
+13,603
New +$88.9K 0.09% 80
2023
Q1 		– Sell
-13,149
Closed -$82.2K – 102
2022
Q4 		$82.2K Buy
+13,149
New +$99.2K 0.09% 104

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Precision Wealth Strategies's OLO Position: Q3 2024 in Review

Precision Wealth Strategies sold out of Olo Inc (OLO) in Q3 2024, closing a stake of 21,938 shares — an estimated $97K sold.

Precision Wealth Strategies first reported a position in OLO in Q4 2022 and held it in 5 quarters. The position peaked at $97K in Q2 2024. 185 funds tracked by Wall St. Rank hold OLO as of Q3 2024.

  • Precision Wealth Strategies reported no remaining Olo Inc position as of Q3 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 21,938 Olo Inc shares in Q3 2024, an estimated $97K.
  • Precision Wealth Strategies first reported a position in Olo Inc in Q4 2022 and held it in 5 quarters.
  • Precision Wealth Strategies's Olo Inc position peaked at $97K in Q2 2024.
  • 185 funds tracked by Wall St. Rank held Olo Inc as of Q3 2024.

Based on Precision Wealth Strategies's 13F filing for Q3 2024, filed 21 Oct 2024.