YWP
OLO

YorkBridge Wealth Partners’s Olo Inc OLO Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$132K Sell
21,088
-2,975
-12% -$22.4K 0.03% 252
2022
Q3 		$190K Buy
24,063
+4,789
+25% +$45.8K 0.05% 268
2022
Q2 		$190K Buy
19,274
+2,462
+15% +$26.8K 0.05% 273
2022
Q1 		$223K Buy
+16,812
New +$260K 0.05% 273

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

YorkBridge Wealth Partners's OLO Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Olo Inc (OLO) stake by 12% in Q4 2022, selling an estimated $22.4K and leaving 21,088 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #252.

YorkBridge Wealth Partners first reported a position in OLO in Q1 2022 and has held it in 4 quarters since. The position peaked at $223K in Q1 2022. 177 funds tracked by Wall St. Rank hold OLO as of Q4 2022.

  • YorkBridge Wealth Partners held 21,088 shares of Olo Inc worth $132K as of Q4 2022.
  • YorkBridge Wealth Partners sold 2,975 Olo Inc shares in Q4 2022, an estimated $22.4K.
  • Olo Inc made up 0.03% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #252 holding.
  • YorkBridge Wealth Partners first reported a position in Olo Inc in Q1 2022 and has held it in 4 quarters since.
  • YorkBridge Wealth Partners's Olo Inc position peaked at $223K in Q1 2022.
  • 177 funds tracked by Wall St. Rank held Olo Inc as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.