KPW
OLO

Kore Private Wealth’s Olo Inc OLO Stock Holding History

Kore Private 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 		$82K Hold
10,416
– – 0.01% 252
2022
Q2 		$103K Hold
10,416
– – 0.02% 289
2022
Q1 		$138K Hold
10,416
– – 0.02% 304
2021
Q4 		$217K Buy
10,416
+416
+4% +$10.8K 0.03% 279
2021
Q3 		$300K Hold
10,000
– – 0.03% 333
2021
Q2 		$374K Hold
10,000
– – 0.04% 275
2021
Q1 		$264K Buy
+10,000
New +$301K 0.04% 300

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

Kore Private Wealth's OLO Position: Q3 2022 in Review

Kore Private Wealth held its Olo Inc (OLO) position steady in Q3 2022 at 10,416 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #252.

Kore Private Wealth first reported a position in OLO in Q1 2021 and has held it in 7 quarters since. The position peaked at $374K in Q2 2021. 171 funds tracked by Wall St. Rank hold OLO as of Q3 2022.

  • Kore Private Wealth held 10,416 shares of Olo Inc worth $82K as of Q3 2022.
  • Kore Private Wealth left its Olo Inc share count unchanged in Q3 2022.
  • Olo Inc made up 0.01% of Kore Private Wealth's portfolio in Q3 2022, its #252 holding.
  • Kore Private Wealth first reported a position in Olo Inc in Q1 2021 and has held it in 7 quarters since.
  • Kore Private Wealth's Olo Inc position peaked at $374K in Q2 2021.
  • 171 funds tracked by Wall St. Rank held Olo Inc as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.