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Regent Peak Wealth Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-21
Closed -$2K – 717
2020
Q4 		$2K Buy
+21
New +$1.83K ﹤0.01% 836

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Regent Peak Wealth Advisors's OLLI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q1 2021, closing a stake of 21 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in OLLI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 359 funds tracked by Wall St. Rank hold OLLI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Ollie's Bargain Outlet position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 21 Ollie's Bargain Outlet shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Ollie's Bargain Outlet in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Ollie's Bargain Outlet position peaked at $2K in Q4 2020.
  • 359 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.