Coppell Advisory Solutions’s Ollie's Bargain Outlet OLLI Stock Holding History

Coppell Advisory 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	-7	Closed	-$774	–	1374
2024 Q4	$774	Hold	7	–	–	﹤0.01%	1703
2024 Q3	$679	Hold	7	–	–	﹤0.01%	1626
2024 Q2	$687	Buy	+7	New	+$557	﹤0.01%	1553
2023 Q4	$2.28K	Buy	30 +7	+30%	+$527	﹤0.01%	1265
2023 Q3	$1.08K	Hold	23	–	–	﹤0.01%	931
2023 Q2	$1.33K	Buy	+23	New	+$1.42K	﹤0.01%	1083
2023 Q1	–	Sell	-23	Closed	-$1.08K	–	785
2022 Q4	$1.08K	Buy	+23	New	+$1.24K	﹤0.01%	933

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

Coppell Advisory Solutions's OLLI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Ollie's Bargain Outlet (OLLI) in Q1 2025, closing a stake of 7 shares — an estimated $774 sold.

Coppell Advisory Solutions first reported a position in OLLI in Q4 2022 and held it in 7 quarters. The position peaked at $2.28K in Q4 2023. 452 funds tracked by Wall St. Rank hold OLLI as of Q1 2025.

Coppell Advisory Solutions reported no remaining Ollie's Bargain Outlet position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 7 Ollie's Bargain Outlet shares in Q1 2025, an estimated $774.
Coppell Advisory Solutions first reported a position in Ollie's Bargain Outlet in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Ollie's Bargain Outlet position peaked at $2.28K in Q4 2023.
452 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.