AWA
ORLY icon

Amplius Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-270
Closed -$12K – 681
2021
Q4 		$12K Buy
+270
New +$11.7K ﹤0.01% 573

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amplius Wealth Advisors's ORLY Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q1 2022, closing a stake of 270 shares — an estimated $12K sold.

Amplius Wealth Advisors first reported a position in ORLY in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold ORLY as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining O'Reilly Automotive position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 270 O'Reilly Automotive shares in Q1 2022, an estimated $12K.
  • Amplius Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's O'Reilly Automotive position peaked at $12K in Q4 2021.
  • 1,113 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.