Bogart Wealth LLC’s Olo Inc OLO Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-25	Closed	–	–	1151
2022 Q3	$0	Buy	+25	New	+$239	﹤0.01%	1095

Other funds holding OLO

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Bogart Wealth LLC's OLO Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Olo Inc (OLO) in Q4 2022, closing a stake of 25 shares.

Bogart Wealth LLC first reported a position in OLO in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 177 funds tracked by Wall St. Rank hold OLO as of Q4 2022.

Bogart Wealth LLC reported no remaining Olo Inc position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 25 Olo Inc shares in Q4 2022.
Bogart Wealth LLC first reported a position in Olo Inc in Q3 2022 and held it in 1 quarter.
Bogart Wealth LLC's Olo Inc position peaked at $0 in Q3 2022.
177 funds tracked by Wall St. Rank held Olo Inc as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.