WMS Partners’s Olo Inc OLO Stock Holding History

WMS Partners’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
2025 Q1	–	Sell	-27,774	Closed	-$213K	–	190
2024 Q4	$213K	Buy	27,774 +8,614	+45%	+$53.8K	0.01%	278
2024 Q3	$95K	Hold	19,160	–	–	0.01%	290
2024 Q2	$84.7K	Buy	+19,160	New	+$90.7K	0.01%	260

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WMS Partners's OLO Position: Q1 2025 in Review

WMS Partners sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 27,774 shares — an estimated $213K sold.

WMS Partners first reported a position in OLO in Q2 2024 and held it in 3 quarters. The position peaked at $213K in Q4 2024. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

WMS Partners reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 27,774 Olo Inc shares in Q1 2025, an estimated $213K.
WMS Partners first reported a position in Olo Inc in Q2 2024 and held it in 3 quarters.
WMS Partners's Olo Inc position peaked at $213K in Q4 2024.
204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.