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

Meridian 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
2021
Q2 		– Sell
-34
Closed -$3K – 889
2021
Q1 		$3K Buy
+34
New +$3.1K ﹤0.01% 885

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Partners's OLLI Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Ollie's Bargain Outlet (OLLI) in Q2 2021, closing a stake of 34 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in OLLI in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 347 funds tracked by Wall St. Rank hold OLLI as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Ollie's Bargain Outlet position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 34 Ollie's Bargain Outlet shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in Ollie's Bargain Outlet in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Ollie's Bargain Outlet position peaked at $3K in Q1 2021.
  • 347 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.