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Liberty Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-196
Closed -$13K – 807
2021
Q3 		$13K Buy
196
+100
+104% +$8.09K ﹤0.01% 766
2021
Q2 		$8K Hold
96
– – ﹤0.01% 712
2021
Q1 		$8K Hold
96
– – ﹤0.01% 640
2020
Q4 		$8K Hold
96
– – ﹤0.01% 634
2020
Q3 		$8K Sell
96
-5
-5% -$489 ﹤0.01% 556
2020
Q2 		$10K Buy
+101
New +$7.76K 0.01% 496

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $32.2B AUM 10.98% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Liberty Wealth Management's OLLI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ollie's Bargain Outlet (OLLI) in Q4 2021, closing a stake of 196 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in OLLI in Q2 2020 and held it in 6 quarters. The position peaked at $13K in Q3 2021. 321 funds tracked by Wall St. Rank hold OLLI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Ollie's Bargain Outlet position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 196 Ollie's Bargain Outlet shares in Q4 2021, an estimated $13K.
  • Liberty Wealth Management first reported a position in Ollie's Bargain Outlet in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's Ollie's Bargain Outlet position peaked at $13K in Q3 2021.
  • 321 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.