APA
OLO

American Portfolios Advisors’s Olo Inc OLO Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$506 Sell
64
-82
-56% -$784 ﹤0.01% 3384
2022
Q2 		$1.44K Hold
146
– – ﹤0.01% 3206
2022
Q1 		$1.94K Hold
146
– – ﹤0.01% 3236
2021
Q4 		$3.04K Buy
146
+82
+128% +$2.13K ﹤0.01% 3065
2021
Q3 		$1.92K Hold
64
– – ﹤0.01% 3173
2021
Q2 		$2.39K Hold
64
– – ﹤0.01% 3107
2021
Q1 		$1.69K Buy
+64
New +$1.92K ﹤0.01% 3027

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Portfolios Advisors's OLO Position: Q3 2022 in Review

American Portfolios Advisors reduced its Olo Inc (OLO) stake by 56% in Q3 2022, selling an estimated $784 and leaving 64 shares worth $506. The position accounts for ﹤0.01% of the portfolio, ranked #3384.

American Portfolios Advisors first reported a position in OLO in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.04K in Q4 2021. 171 funds tracked by Wall St. Rank hold OLO as of Q3 2022.

  • American Portfolios Advisors held 64 shares of Olo Inc worth $506 as of Q3 2022.
  • American Portfolios Advisors sold 82 Olo Inc shares in Q3 2022, an estimated $784.
  • Olo Inc made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3384 holding.
  • American Portfolios Advisors first reported a position in Olo Inc in Q1 2021 and has held it in 7 quarters since.
  • American Portfolios Advisors's Olo Inc position peaked at $3.04K in Q4 2021.
  • 171 funds tracked by Wall St. Rank held Olo Inc as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.