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Polaris Wealth Advisory Group’s Ollie's Bargain Outlet OLLI Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-3,053
Closed -$282K – 205
2020
Q3 		$282K Buy
+3,053
New +$299K 0.03% 137

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Polaris Wealth Advisory Group's OLLI Position: Q4 2020 in Review

Polaris Wealth Advisory Group sold out of Ollie's Bargain Outlet (OLLI) in Q4 2020, closing a stake of 3,053 shares — an estimated $282K sold.

Polaris Wealth Advisory Group first reported a position in OLLI in Q3 2020 and held it in 1 quarter. The position peaked at $282K in Q3 2020. 347 funds tracked by Wall St. Rank hold OLLI as of Q4 2020.

  • Polaris Wealth Advisory Group reported no remaining Ollie's Bargain Outlet position as of Q4 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 3,053 Ollie's Bargain Outlet shares in Q4 2020, an estimated $282K.
  • Polaris Wealth Advisory Group first reported a position in Ollie's Bargain Outlet in Q3 2020 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Ollie's Bargain Outlet position peaked at $282K in Q3 2020.
  • 347 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.