WFA
OLO

Wipfli Financial Advisors’s Olo Inc OLO Stock Holding History

Wipfli Financial 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 		$1K Buy
+157
New +$1.5K ﹤0.01% 2464

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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

Wipfli Financial Advisors's OLO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Olo Inc (OLO) in Q3 2022: 157 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2464 among its holdings.

171 funds tracked by Wall St. Rank hold OLO as of Q3 2022.

  • Wipfli Financial Advisors held 157 shares of Olo Inc worth $1K as of Q3 2022.
  • Olo Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • Olo Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2464 holding.
  • 171 funds tracked by Wall St. Rank held Olo Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.