JP Morgan Private Wealth Advisors’s Olo Inc OLO Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$157K	Sell	25,902 -5,201	-17%	-$34K	﹤0.01%	1654
2023 Q2	$201K	Sell	31,103 -2,098	-6%	-$15.1K	﹤0.01%	1394
2023 Q1	$271K	Buy	33,201 +2,048	+7%	+$15.8K	﹤0.01%	1723
2022 Q4	$195K	Sell	31,153 -776	-2%	-$5.86K	﹤0.01%	1832
2022 Q3	$252K	Sell	31,929 -2,536	-7%	-$24.3K	﹤0.01%	1726
2022 Q2	$340K	Sell	34,465 -3,615	-9%	-$39.4K	﹤0.01%	1601
2022 Q1	$505K	Sell	38,080 -34,674	-48%	-$537K	﹤0.01%	1531
2021 Q4	$1.51M	Buy	+72,754	New	+$1.89M	﹤0.01%	1038

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NTCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OLO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Olo Inc (OLO) stake by 17% in Q3 2023, selling an estimated $34K and leaving 25,902 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

JP Morgan Private Wealth Advisors first reported a position in OLO in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.51M in Q4 2021. 194 funds tracked by Wall St. Rank hold OLO as of Q3 2023.

JP Morgan Private Wealth Advisors held 25,902 shares of Olo Inc worth $157K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 5,201 Olo Inc shares in Q3 2023, an estimated $34K.
Olo Inc made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1654 holding.
JP Morgan Private Wealth Advisors first reported a position in Olo Inc in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Olo Inc position peaked at $1.51M in Q4 2021.
194 funds tracked by Wall St. Rank held Olo Inc as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.