PWMG
OLO

Private Wealth Management Group’s Olo Inc OLO Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-769
Closed -$4.4K – 1560
2023
Q4 		$4.4K Buy
+769
New +$4.23K ﹤0.01% 675

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Private Wealth Management Group's OLO Position: Q1 2024 in Review

Private Wealth Management Group sold out of Olo Inc (OLO) in Q1 2024, closing a stake of 769 shares — an estimated $4.4K sold.

Private Wealth Management Group first reported a position in OLO in Q4 2023 and held it in 1 quarter. The position peaked at $4.4K in Q4 2023. 182 funds tracked by Wall St. Rank hold OLO as of Q1 2024.

  • Private Wealth Management Group reported no remaining Olo Inc position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 769 Olo Inc shares in Q1 2024, an estimated $4.4K.
  • Private Wealth Management Group first reported a position in Olo Inc in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Olo Inc position peaked at $4.4K in Q4 2023.
  • 182 funds tracked by Wall St. Rank held Olo Inc as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.