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Altus Wealth Group’s Ollie's Bargain Outlet OLLI Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-53
Closed -$4K – 591
2020
Q4 		$4K Buy
+53
New +$4.63K ﹤0.01% 696

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altus Wealth Group's OLLI Position: Q1 2021 in Review

Altus Wealth Group sold out of Ollie's Bargain Outlet (OLLI) in Q1 2021, closing a stake of 53 shares — an estimated $4K sold.

Altus Wealth Group first reported a position in OLLI in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 359 funds tracked by Wall St. Rank hold OLLI as of Q1 2021.

  • Altus Wealth Group reported no remaining Ollie's Bargain Outlet position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 53 Ollie's Bargain Outlet shares in Q1 2021, an estimated $4K.
  • Altus Wealth Group first reported a position in Ollie's Bargain Outlet in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Ollie's Bargain Outlet position peaked at $4K in Q4 2020.
  • 359 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.