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

TCI 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
2023
Q2 		– Sell
-33
Closed -$1.91K – 1572
2023
Q1 		$1.91K Buy
33
+1
+3% +$55 ﹤0.01% 1977
2022
Q4 		$1.5K Sell
32
-10
-24% -$539 ﹤0.01% 2036
2022
Q3 		$2K Buy
42
+5
+14% +$309 ﹤0.01% 1964
2022
Q2 		$2K Sell
37
-4
-10% -$202 ﹤0.01% 2020
2022
Q1 		$2K Buy
+41
New +$1.83K ﹤0.01% 2008
2020
Q4 		– Sell
-3
Closed – – 1619
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1621
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1615
2020
Q1 		$0 Sell
3
-10
-77% -$513 ﹤0.01% 1674
2019
Q4 		$1K Buy
13
+10
+333% +$633 ﹤0.01% 1395
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1594
2019
Q2 		$0 Buy
+3
New +$283 ﹤0.01% 1515

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return