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Dixon Hughes Goodman Wealth Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$6K Hold
150
– – ﹤0.01% 577
2021
Q4 		$8K Buy
+150
New +$9.14K ﹤0.01% 484

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's OLLI Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Ollie's Bargain Outlet (OLLI) position steady in Q1 2022 at 150 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Dixon Hughes Goodman Wealth Advisors first reported a position in OLLI in Q4 2021 and has held it in 2 quarters since. The position peaked at $8K in Q4 2021. 290 funds tracked by Wall St. Rank hold OLLI as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 150 shares of Ollie's Bargain Outlet worth $6K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Ollie's Bargain Outlet share count unchanged in Q1 2022.
  • Ollie's Bargain Outlet made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #577 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Ollie's Bargain Outlet in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Ollie's Bargain Outlet position peaked at $8K in Q4 2021.
  • 290 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.