VWM
OLO

Venturi Wealth Management’s Olo Inc OLO Stock Holding History

Venturi 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
Q1 		– Sell
-182
Closed -$1.04K – 1418
2023
Q4 		$1.04K Hold
182
– – ﹤0.01% 1340
2023
Q3 		$1.1K Hold
182
– – ﹤0.01% 1282
2023
Q2 		$1.18K Hold
182
– – ﹤0.01% 1002
2023
Q1 		$1.49K Buy
+182
New +$1.4K ﹤0.01% 1054

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

Venturi Wealth Management's OLO Position: Q1 2024 in Review

Venturi Wealth Management sold out of Olo Inc (OLO) in Q1 2024, closing a stake of 182 shares — an estimated $1.04K sold.

Venturi Wealth Management first reported a position in OLO in Q1 2023 and held it in 4 quarters. The position peaked at $1.49K in Q1 2023. 182 funds tracked by Wall St. Rank hold OLO as of Q1 2024.

  • Venturi Wealth Management reported no remaining Olo Inc position as of Q1 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 182 Olo Inc shares in Q1 2024, an estimated $1.04K.
  • Venturi Wealth Management first reported a position in Olo Inc in Q1 2023 and held it in 4 quarters.
  • Venturi Wealth Management's Olo Inc position peaked at $1.49K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held Olo Inc as of Q1 2024.

Based on Venturi Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.