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Accel Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Accel Wealth Management’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-285
Closed -$16.1K – 646
2023
Q1 		$16.1K Hold
285
– – 0.01% 766
2022
Q4 		$16K Hold
285
– – 0.01% 598
2022
Q3 		$14K Hold
285
– – 0.01% 663
2022
Q2 		$13K Buy
285
+45
+19% +$1.94K 0.01% 647
2022
Q1 		$11K Hold
240
– – 0.01% 695
2021
Q4 		$11K Buy
240
+135
+129% +$5.84K 0.01% 699
2021
Q3 		$4K Hold
105
– – ﹤0.01% 771
2021
Q2 		$4K Hold
105
– – ﹤0.01% 826
2021
Q1 		$4K Hold
105
– – ﹤0.01% 781
2020
Q4 		$3K Buy
+105
New +$3.17K ﹤0.01% 762

Other funds holding ORLY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accel Wealth Management's ORLY Position: Q2 2023 in Review

Accel Wealth Management sold out of O'Reilly Automotive (ORLY) in Q2 2023, closing a stake of 285 shares — an estimated $16.1K sold.

Accel Wealth Management first reported a position in ORLY in Q4 2020 and held it in 10 quarters. The position peaked at $16.1K in Q1 2023. 1,231 funds tracked by Wall St. Rank hold ORLY as of Q2 2023.

  • Accel Wealth Management reported no remaining O'Reilly Automotive position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 285 O'Reilly Automotive shares in Q2 2023, an estimated $16.1K.
  • Accel Wealth Management first reported a position in O'Reilly Automotive in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's O'Reilly Automotive position peaked at $16.1K in Q1 2023.
  • 1,231 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.