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Concord Wealth Partners’s Ollie's Bargain Outlet OLLI Stock Holding History

Concord Wealth Partners’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
-10
Closed -$1.1K – 923
2024
Q4 		$1.1K Hold
10
– – ﹤0.01% 785
2024
Q3 		$972 Buy
+10
New +$964 ﹤0.01% 841
2022
Q1 		– Sell
-13
Closed -$1K – 1352
2021
Q4 		$1K Buy
+13
New +$792 ﹤0.01% 1248

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concord Wealth Partners's OLLI Position: Q1 2025 in Review

Concord Wealth Partners sold out of Ollie's Bargain Outlet (OLLI) in Q1 2025, closing a stake of 10 shares — an estimated $1.1K sold.

Concord Wealth Partners first reported a position in OLLI in Q4 2021 and held it in 3 quarters. The position peaked at $1.1K in Q4 2024. 453 funds tracked by Wall St. Rank hold OLLI as of Q1 2025.

  • Concord Wealth Partners reported no remaining Ollie's Bargain Outlet position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 10 Ollie's Bargain Outlet shares in Q1 2025, an estimated $1.1K.
  • Concord Wealth Partners first reported a position in Ollie's Bargain Outlet in Q4 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Ollie's Bargain Outlet position peaked at $1.1K in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.