WAG
OLO

Wallace Advisory Group’s Olo Inc OLO Stock Holding History

Wallace Advisory 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
Q4 		– Sell
-12,867
Closed -$56.9K – 191
2024
Q3 		$56.9K Hold
12,867
– – 0.04% 175
2024
Q2 		$56.9K Buy
+12,867
New +$60.9K 0.04% 176
2024
Q1 		– Sell
-13,557
Closed -$82.2K – 186
2023
Q4 		$82.2K Sell
13,557
-546
-4% -$3K 0.06% 162
2023
Q3 		$91.1K Sell
14,103
-217
-2% -$1.42K 0.07% 169
2023
Q2 		$117K Hold
14,320
– – 0.09% 164
2023
Q1 		$117K Buy
+14,320
New +$110K 0.09% 164

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wallace Advisory Group's OLO Position: Q4 2024 in Review

Wallace Advisory Group sold out of Olo Inc (OLO) in Q4 2024, closing a stake of 12,867 shares — an estimated $56.9K sold.

Wallace Advisory Group first reported a position in OLO in Q1 2023 and held it in 6 quarters. The position peaked at $117K in Q2 2023. 208 funds tracked by Wall St. Rank hold OLO as of Q4 2024.

  • Wallace Advisory Group reported no remaining Olo Inc position as of Q4 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 12,867 Olo Inc shares in Q4 2024, an estimated $56.9K.
  • Wallace Advisory Group first reported a position in Olo Inc in Q1 2023 and held it in 6 quarters.
  • Wallace Advisory Group's Olo Inc position peaked at $117K in Q2 2023.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q4 2024.

Based on Wallace Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.