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Alta Wealth Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Alta Wealth Advisors’s Portfolio OLLI Stock Details OLLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,131
Closed -$249K – 152
2021
Q3 		$249K Sell
4,131
-5,029
-55% -$407K 0.18% 131
2021
Q2 		$771K Hold
9,160
– – 0.57% 59
2021
Q1 		$797K Buy
9,160
+18
+0.2% +$1.64K 0.67% 53
2020
Q4 		$748K Buy
+9,142
New +$799K 0.63% 57

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Alta Wealth Advisors's OLLI Position: Q4 2021 in Review

Alta Wealth Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q4 2021, closing a stake of 4,131 shares — an estimated $249K sold.

Alta Wealth Advisors first reported a position in OLLI in Q4 2020 and held it in 4 quarters. The position peaked at $797K in Q1 2021. 321 funds tracked by Wall St. Rank hold OLLI as of Q4 2021.

  • Alta Wealth Advisors reported no remaining Ollie's Bargain Outlet position as of Q4 2021 after selling out during the quarter.
  • Alta Wealth Advisors sold 4,131 Ollie's Bargain Outlet shares in Q4 2021, an estimated $249K.
  • Alta Wealth Advisors first reported a position in Ollie's Bargain Outlet in Q4 2020 and held it in 4 quarters.
  • Alta Wealth Advisors's Ollie's Bargain Outlet position peaked at $797K in Q1 2021.
  • 321 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2021.

Based on Alta Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.