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Atria Wealth Solutions’s Ollie's Bargain Outlet OLLI Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-3,511
Closed -$385K – 2026
2024
Q4 		$385K Buy
3,511
+951
+37% +$94.6K ﹤0.01% 1406
2024
Q3 		$249K Sell
2,560
-3,136
-55% -$302K ﹤0.01% 1627
2024
Q2 		$559K Sell
5,696
-478
-8% -$38K 0.01% 1186
2024
Q1 		$491K Buy
6,174
+2,188
+55% +$165K 0.01% 1278
2023
Q4 		$303K Buy
3,986
+359
+10% +$27K ﹤0.01% 1492
2023
Q3 		$280K Sell
3,627
-1,429
-28% -$104K ﹤0.01% 1460
2023
Q2 		$293K Buy
5,056
+80
+2% +$4.93K ﹤0.01% 1462
2023
Q1 		$288K Sell
4,976
-80
-2% -$4.4K ﹤0.01% 1446
2022
Q4 		$237K Sell
5,056
-134
-3% -$7.22K ﹤0.01% 1503
2022
Q3 		$268K Buy
+5,190
New +$321K ﹤0.01% 1368

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return