TCI Wealth Advisors’s Olo Inc OLO Stock Holding History

TCI 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
2022 Q3	–	Sell	-330	Closed	-$3K	–	2488
2022 Q2	$3K	Buy	+330	New	+$3.59K	﹤0.01%	1851

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's OLO Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Olo Inc (OLO) in Q3 2022, closing a stake of 330 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in OLO in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 171 funds tracked by Wall St. Rank hold OLO as of Q3 2022.

TCI Wealth Advisors reported no remaining Olo Inc position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 330 Olo Inc shares in Q3 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Olo Inc in Q2 2022 and held it in 1 quarter.
TCI Wealth Advisors's Olo Inc position peaked at $3K in Q2 2022.
171 funds tracked by Wall St. Rank held Olo Inc as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.