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B. Riley Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

B. Riley 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
2022
Q2 		$1.75K Buy
41,610
+285
+0.7% +$12.3K ﹤0.01% 225
2022
Q1 		$1.89M Buy
41,325
+3,225
+8% +$144K 0.15% 140
2021
Q4 		$1.79M Buy
38,100
+6,000
+19% +$260K 0.12% 163
2021
Q3 		$1.31M Buy
32,100
+10,695
+50% +$428K 0.1% 191
2021
Q2 		$808K Sell
21,405
-4,230
-17% -$152K 0.09% 182
2021
Q1 		$867K Buy
25,635
+2,100
+9% +$65.1K 0.1% 170
2020
Q4 		$710K Buy
23,535
+6,645
+39% +$201K 0.09% 171
2020
Q3 		$519K Buy
16,890
+1,695
+11% +$51.5K 0.06% 225
2020
Q2 		$427K Sell
15,195
-795
-5% -$20.8K 0.05% 242
2020
Q1 		$321K Buy
15,990
+870
+6% +$22.2K 0.03% 342
2019
Q4 		$442K Buy
15,120
+1,155
+8% +$33K 0.07% 229
2019
Q3 		$371K Sell
13,965
-135
-1% -$3.49K 0.06% 245
2019
Q2 		$347 Sell
14,100
-3,105
-18% -$78.7K 0.05% 259
2019
Q1 		$445K Sell
17,205
-510
-3% -$12.3K 0.08% 219
2018
Q4 		$407K Sell
17,715
-150
-0.8% -$3.41K 0.09% 204
2018
Q3 		$414K Buy
+17,865
New +$380K 0.1% 169
2016
Q1 		$564K Sell
30,960
-1,425
-4% -$24.3K 0.84% 39
2015
Q4 		$547K Sell
32,385
-240
-0.7% -$4.16K 0.7% 40
2015
Q3 		$543K Buy
32,625
+885
+3% +$14.3K 0.77% 35
2015
Q2 		$478K Buy
31,740
+390
+1% +$5.78K 0.38% 57
2015
Q1 		$451K Sell
31,350
-1,860
-6% -$25K 0.34% 69
2014
Q4 		$426K Sell
33,210
-3,810
-10% -$44.6K 0.35% 64
2014
Q3 		$371K Sell
37,020
-13,500
-27% -$138K 0.28% 100
2014
Q2 		$507K Buy
50,520
+17,700
+54% +$175K 0.33% 70
2014
Q1 		$325K Buy
+32,820
New +$313K 0.24% 108

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

B. Riley Wealth Management's ORLY Position: Q2 2022 in Review

B. Riley Wealth Management increased its O'Reilly Automotive (ORLY) stake by 0.69% in Q2 2022, buying an estimated $12.3K and bringing the position to 41,610 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

B. Riley Wealth Management first reported a position in ORLY in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.89M in Q1 2022. 1,074 funds tracked by Wall St. Rank hold ORLY as of Q2 2022.

  • B. Riley Wealth Management held 41,610 shares of O'Reilly Automotive worth $1.75K as of Q2 2022.
  • B. Riley Wealth Management bought 285 O'Reilly Automotive shares in Q2 2022, an estimated $12.3K.
  • O'Reilly Automotive made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #225 holding.
  • B. Riley Wealth Management first reported a position in O'Reilly Automotive in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's O'Reilly Automotive position peaked at $1.89M in Q1 2022.
  • 1,074 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.