Janney Montgomery Scott
OLO

Janney Montgomery Scott’s Olo Inc OLO Stock Holding History

Janney Montgomery Scott’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
2023
Q2 		– Sell
-10,282
Closed -$84K – 2696
2023
Q1 		$84K Buy
10,282
+281
+3% +$2.16K ﹤0.01% 2387
2022
Q4 		$63K Buy
+10,001
New +$75.5K ﹤0.01% 2503

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Janney Montgomery Scott's OLO Position: Q2 2023 in Review

Janney Montgomery Scott sold out of Olo Inc (OLO) in Q2 2023, closing a stake of 10,282 shares — an estimated $84K sold.

Janney Montgomery Scott first reported a position in OLO in Q4 2022 and held it in 2 quarters. The position peaked at $84K in Q1 2023. 185 funds tracked by Wall St. Rank hold OLO as of Q2 2023.

  • Janney Montgomery Scott reported no remaining Olo Inc position as of Q2 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,282 Olo Inc shares in Q2 2023, an estimated $84K.
  • Janney Montgomery Scott first reported a position in Olo Inc in Q4 2022 and held it in 2 quarters.
  • Janney Montgomery Scott's Olo Inc position peaked at $84K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Olo Inc as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.