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	–	2025
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's OLLI Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Ollie's Bargain Outlet (OLLI) in Q1 2025, closing a stake of 3,511 shares — an estimated $385K sold.

Atria Wealth Solutions first reported a position in OLLI in Q3 2022 and held it in 10 quarters. The position peaked at $559K in Q2 2024. 452 funds tracked by Wall St. Rank hold OLLI as of Q1 2025.

Atria Wealth Solutions reported no remaining Ollie's Bargain Outlet position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,511 Ollie's Bargain Outlet shares in Q1 2025, an estimated $385K.
Atria Wealth Solutions first reported a position in Ollie's Bargain Outlet in Q3 2022 and held it in 10 quarters.
Atria Wealth Solutions's Ollie's Bargain Outlet position peaked at $559K in Q2 2024.
452 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.