MCIA
OLO

Mountain Capital Investment Advisors’s Olo Inc OLO Stock Holding History

Mountain Capital Investment 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
2022
Q1 		– Sell
-35,550
Closed -$682K – 105
2021
Q4 		$682K Buy
35,550
+10,659
+43% +$277K 0.31% 95
2021
Q3 		$703K Buy
+24,891
New +$889K 0.37% 94

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mountain Capital Investment Advisors's OLO Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of Olo Inc (OLO) in Q1 2022, closing a stake of 35,550 shares — an estimated $682K sold.

Mountain Capital Investment Advisors first reported a position in OLO in Q3 2021 and held it in 2 quarters. The position peaked at $703K in Q3 2021. 158 funds tracked by Wall St. Rank hold OLO as of Q1 2022.

  • Mountain Capital Investment Advisors reported no remaining Olo Inc position as of Q1 2022 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 35,550 Olo Inc shares in Q1 2022, an estimated $682K.
  • Mountain Capital Investment Advisors first reported a position in Olo Inc in Q3 2021 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Olo Inc position peaked at $703K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held Olo Inc as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.