Wipfli Financial Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Wipfli Financial 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
2022 Q3	$36K	Buy	+692	New	+$42.8K	﹤0.01%	1275

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Wipfli Financial Advisors's OLLI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Ollie's Bargain Outlet (OLLI) in Q3 2022: 692 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings.

324 funds tracked by Wall St. Rank hold OLLI as of Q3 2022.

Wipfli Financial Advisors held 692 shares of Ollie's Bargain Outlet worth $36K as of Q3 2022.
Ollie's Bargain Outlet was a new Wipfli Financial Advisors position in Q3 2022.
Ollie's Bargain Outlet made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1275 holding.
324 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.