WAM
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Wealthspire Advisors (Maryland)’s Ollie's Bargain Outlet OLLI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-228
Closed -$19K – 1549
2019
Q1 		$19K Buy
228
+8
+4% +$645 ﹤0.01% 1299
2018
Q4 		$15K Sell
220
-36
-14% -$3K ﹤0.01% 1326
2018
Q3 		$25K Sell
256
-53
-17% -$4.23K ﹤0.01% 1220
2018
Q2 		$22K Sell
309
-1
-0.3% -$68 ﹤0.01% 1279
2018
Q1 		$19K Sell
310
-5
-2% -$285 ﹤0.01% 1315
2017
Q4 		$17K Buy
315
+52
+20% +$2.45K ﹤0.01% 1379
2017
Q3 		$12K Sell
263
-7
-3% -$309 ﹤0.01% 1512
2017
Q2 		$12K Buy
+270
New +$10.6K ﹤0.01% 1469

Other funds holding OLLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return