Reilly Financial Advisors’s Olo Inc OLO Stock Holding History

Reilly Financial 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	$2K	Buy	+89	New	+$2.31K	﹤0.01%	1003

Other funds holding OLO

Raine Capital New York $13.5M AUM 20.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return

Reilly Financial Advisors's OLO Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Olo Inc (OLO) in Q4 2021: 89 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings.

150 funds tracked by Wall St. Rank hold OLO as of Q4 2021.

Reilly Financial Advisors held 89 shares of Olo Inc worth $2K as of Q4 2021.
Olo Inc was a new Reilly Financial Advisors position in Q4 2021.
Olo Inc made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1003 holding.
150 funds tracked by Wall St. Rank held Olo Inc as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.