SWM
OLO

Spire Wealth Management’s Olo Inc OLO Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-100
Closed -$549 – 2344
2024
Q1 		$549 Buy
+100
New +$546 ﹤0.01% 2288
2023
Q4 		– Sell
-100
Closed -$606 – 2437
2023
Q3 		$606 Sell
100
-3,446
-97% -$22.5K ﹤0.01% 2328
2023
Q2 		$22.9K Hold
3,546
– – ﹤0.01% 1540
2023
Q1 		$28.9K Buy
3,546
+100
+3% +$769 ﹤0.01% 1444
2022
Q4 		$22K Buy
3,446
+2,858
+486% +$21.6K ﹤0.01% 1337
2022
Q3 		$5K Sell
588
-100
-15% -$956 ﹤0.01% 1752
2022
Q2 		$7K Sell
688
-100
-13% -$1.09K ﹤0.01% 2039
2022
Q1 		$10K Buy
788
+200
+34% +$3.1K ﹤0.01% 2038
2021
Q4 		$12K Hold
588
– – ﹤0.01% 2312
2021
Q3 		$18K Hold
588
– – ﹤0.01% 1906
2021
Q2 		$22K Hold
588
– – ﹤0.01% 1836
2021
Q1 		$16K Buy
+588
New +$17.7K ﹤0.01% 2243

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Spire Wealth Management's OLO Position: Q2 2024 in Review

Spire Wealth Management sold out of Olo Inc (OLO) in Q2 2024, closing a stake of 100 shares — an estimated $549 sold.

Spire Wealth Management first reported a position in OLO in Q1 2021 and held it in 12 quarters. The position peaked at $28.9K in Q1 2023. 192 funds tracked by Wall St. Rank hold OLO as of Q2 2024.

  • Spire Wealth Management reported no remaining Olo Inc position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 100 Olo Inc shares in Q2 2024, an estimated $549.
  • Spire Wealth Management first reported a position in Olo Inc in Q1 2021 and held it in 12 quarters.
  • Spire Wealth Management's Olo Inc position peaked at $28.9K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Olo Inc as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.