SWS
OLO

SYSTM Wealth Solutions’s Olo Inc OLO Stock Holding History

SYSTM Wealth Solutions’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
-19,389
Closed -$106K – 876
2024
Q1 		$106K Buy
+19,389
New +$106K 0.01% 470
2023
Q4 		– Sell
-19,137
Closed -$116K – 1019
2023
Q3 		$116K Hold
19,137
– – 0.02% 452
2023
Q2 		$124K Sell
19,137
-134
-0.7% -$964 0.02% 476
2023
Q1 		$157K Hold
19,271
– – 0.02% 453
2022
Q4 		$120K Buy
+19,271
New +$145K 0.02% 516

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 $71.6B AUM 29.66% 1-Year Est. Return

SYSTM Wealth Solutions's OLO Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Olo Inc (OLO) in Q2 2024, closing a stake of 19,389 shares — an estimated $106K sold.

SYSTM Wealth Solutions first reported a position in OLO in Q4 2022 and held it in 5 quarters. The position peaked at $157K in Q1 2023. 192 funds tracked by Wall St. Rank hold OLO as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Olo Inc position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 19,389 Olo Inc shares in Q2 2024, an estimated $106K.
  • SYSTM Wealth Solutions first reported a position in Olo Inc in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Olo Inc position peaked at $157K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Olo Inc as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.