SWP
OLLI icon

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

Strategic 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
Q1 		– Sell
-4,004
Closed -$327K – 201
2020
Q4 		$327K Buy
+4,004
New +$350K 0.14% 140

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Partners's OLLI Position: Q1 2021 in Review

Strategic Wealth Partners sold out of Ollie's Bargain Outlet (OLLI) in Q1 2021, closing a stake of 4,004 shares — an estimated $327K sold.

Strategic Wealth Partners first reported a position in OLLI in Q4 2020 and held it in 1 quarter. The position peaked at $327K in Q4 2020. 359 funds tracked by Wall St. Rank hold OLLI as of Q1 2021.

  • Strategic Wealth Partners reported no remaining Ollie's Bargain Outlet position as of Q1 2021 after selling out during the quarter.
  • Strategic Wealth Partners sold 4,004 Ollie's Bargain Outlet shares in Q1 2021, an estimated $327K.
  • Strategic Wealth Partners first reported a position in Ollie's Bargain Outlet in Q4 2020 and held it in 1 quarter.
  • Strategic Wealth Partners's Ollie's Bargain Outlet position peaked at $327K in Q4 2020.
  • 359 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2021.

Based on Strategic Wealth Partners's 13F filing for Q1 2021, filed 24 May 2021.