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Evoke Wealth’s Ollie's Bargain Outlet OLLI Stock Holding History

Evoke Wealth’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
2020
Q1 		– Sell
-146
Closed -$9.54K – 1289
2019
Q4 		$9.54K Buy
146
+15
+11% +$950 ﹤0.01% 764
2019
Q3 		$7.68K Buy
+131
New +$9.82K ﹤0.01% 891

Other funds holding OLLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Evoke Wealth's OLLI Position: Q1 2020 in Review

Evoke Wealth sold out of Ollie's Bargain Outlet (OLLI) in Q1 2020, closing a stake of 146 shares — an estimated $9.54K sold.

Evoke Wealth first reported a position in OLLI in Q3 2019 and held it in 2 quarters. The position peaked at $9.54K in Q4 2019. 274 funds tracked by Wall St. Rank hold OLLI as of Q1 2020.

  • Evoke Wealth reported no remaining Ollie's Bargain Outlet position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 146 Ollie's Bargain Outlet shares in Q1 2020, an estimated $9.54K.
  • Evoke Wealth first reported a position in Ollie's Bargain Outlet in Q3 2019 and held it in 2 quarters.
  • Evoke Wealth's Ollie's Bargain Outlet position peaked at $9.54K in Q4 2019.
  • 274 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.