WCP
OLO

Welch Capital Partners’s Olo Inc OLO Stock Holding History

Welch Capital Partners’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
Q1 		– Sell
-41,334
Closed -$258K – 28
2022
Q4 		$258K Hold
41,334
– – 0.08% 25
2022
Q3 		$327K Hold
41,334
– – 0.11% 22
2022
Q2 		$408K Buy
+41,334
New +$450K 0.13% 20

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Welch Capital Partners's OLO Position: Q1 2023 in Review

Welch Capital Partners sold out of Olo Inc (OLO) in Q1 2023, closing a stake of 41,334 shares — an estimated $258K sold.

Welch Capital Partners first reported a position in OLO in Q2 2022 and held it in 3 quarters. The position peaked at $408K in Q2 2022. 181 funds tracked by Wall St. Rank hold OLO as of Q1 2023.

  • Welch Capital Partners reported no remaining Olo Inc position as of Q1 2023 after selling out during the quarter.
  • Welch Capital Partners sold 41,334 Olo Inc shares in Q1 2023, an estimated $258K.
  • Welch Capital Partners first reported a position in Olo Inc in Q2 2022 and held it in 3 quarters.
  • Welch Capital Partners's Olo Inc position peaked at $408K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held Olo Inc as of Q1 2023.

Based on Welch Capital Partners's 13F filing for Q1 2023, filed 11 May 2023.