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Tradition Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-55
Closed -$4K – 925
2023
Q4 		$4K Hold
55
– – ﹤0.01% 1191
2023
Q3 		$4K Hold
55
– – ﹤0.01% 1247
2023
Q2 		$3K Hold
55
– – ﹤0.01% 1345
2023
Q1 		$3K Hold
55
– – ﹤0.01% 1260
2022
Q4 		$3K Buy
+55
New +$2.96K ﹤0.01% 1124

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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Tradition Wealth Management's OLLI Position: Q1 2024 in Review

Tradition Wealth Management sold out of Ollie's Bargain Outlet (OLLI) in Q1 2024, closing a stake of 55 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in OLLI in Q4 2022 and held it in 5 quarters. The position peaked at $4K in Q4 2023. 372 funds tracked by Wall St. Rank hold OLLI as of Q1 2024.

  • Tradition Wealth Management reported no remaining Ollie's Bargain Outlet position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 55 Ollie's Bargain Outlet shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in Ollie's Bargain Outlet in Q4 2022 and held it in 5 quarters.
  • Tradition Wealth Management's Ollie's Bargain Outlet position peaked at $4K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.