CW
OLO

Connectus Wealth’s Olo Inc OLO Stock Holding History

Connectus Wealth’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 		– Sell
-378,296
Closed -$3.73M – 530
2022
Q2 		$3.73M Sell
378,296
-4,060
-1% -$44.2K 0.09% 167
2022
Q1 		$5.07M Buy
382,356
+64,086
+20% +$992K 0.16% 104
2021
Q4 		$6.62M Buy
318,270
+27,506
+9% +$716K 0.26% 66
2021
Q3 		$8.73M Sell
290,764
-169
-0.1% -$6.03K 0.98% 26
2021
Q2 		$10.9M Buy
+290,933
New +$9.24M 1.22% 25

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

Connectus Wealth's OLO Position: Q3 2022 in Review

Connectus Wealth sold out of Olo Inc (OLO) in Q3 2022, closing a stake of 378,296 shares — an estimated $3.73M sold.

Connectus Wealth first reported a position in OLO in Q2 2021 and held it in 5 quarters. The position peaked at $10.9M in Q2 2021. 171 funds tracked by Wall St. Rank hold OLO as of Q3 2022.

  • Connectus Wealth reported no remaining Olo Inc position as of Q3 2022 after selling out during the quarter.
  • Connectus Wealth sold 378,296 Olo Inc shares in Q3 2022, an estimated $3.73M.
  • Connectus Wealth first reported a position in Olo Inc in Q2 2021 and held it in 5 quarters.
  • Connectus Wealth's Olo Inc position peaked at $10.9M in Q2 2021.
  • 171 funds tracked by Wall St. Rank held Olo Inc as of Q3 2022.

Based on Connectus Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.