TCWM
OLO

Total Clarity Wealth Management’s Olo Inc OLO Stock Holding History

Total Clarity Wealth Management’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
-405
Closed -$4K – 739
2022
Q2 		$4K Buy
+405
New +$4.41K ﹤0.01% 854
2022
Q1 		– Sell
-150
Closed -$3K – 680
2021
Q4 		$3K Buy
+150
New +$3.9K ﹤0.01% 884

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

Total Clarity Wealth Management's OLO Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Olo Inc (OLO) in Q3 2022, closing a stake of 405 shares — an estimated $4K sold.

Total Clarity Wealth Management first reported a position in OLO in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 171 funds tracked by Wall St. Rank hold OLO as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Olo Inc position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 405 Olo Inc shares in Q3 2022, an estimated $4K.
  • Total Clarity Wealth Management first reported a position in Olo Inc in Q4 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's Olo Inc position peaked at $4K in Q2 2022.
  • 171 funds tracked by Wall St. Rank held Olo Inc as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.