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

BDO 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
2023 Q2	$37.3K	Buy	585 +150	+34%	+$9.16K	﹤0.01%	480
2023 Q1	$24.6K	Hold	435	–	–	﹤0.01%	549
2022 Q4	$24.5K	Hold	435	–	–	﹤0.01%	537
2022 Q3	$20K	Hold	435	–	–	﹤0.01%	573
2022 Q2	$18K	Hold	435	–	–	﹤0.01%	582
2022 Q1	$20K	Hold	435	–	–	﹤0.01%	596
2021 Q4	$20K	Hold	435	–	–	﹤0.01%	624
2021 Q3	$18K	Hold	435	–	–	﹤0.01%	638
2021 Q2	$16K	Sell	435 -75	-15%	-$2.69K	﹤0.01%	672
2021 Q1	$17K	Sell	510 -195	-28%	-$6.04K	﹤0.01%	640
2020 Q4	$21K	Buy	705 +630	+840%	+$19K	﹤0.01%	460
2020 Q3	$2K	Buy	+75	New	+$2.28K	﹤0.01%	705
2019 Q2	–	Sell	-1,800	Closed	-$47K	–	671
2019 Q1	$47K	Buy	+1,800	New	+$43.5K	0.01%	289

Other funds holding ORLY

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BDO Wealth Advisors's ORLY Position: Q2 2023 in Review

BDO Wealth Advisors increased its O'Reilly Automotive (ORLY) stake by 34% in Q2 2023, buying an estimated $9.16K and bringing the position to 585 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

BDO Wealth Advisors first reported a position in ORLY in Q1 2019 and has held it in 13 quarters since. The position peaked at $47K in Q1 2019. 1,231 funds tracked by Wall St. Rank hold ORLY as of Q2 2023.

BDO Wealth Advisors held 585 shares of O'Reilly Automotive worth $37.3K as of Q2 2023.
BDO Wealth Advisors bought 150 O'Reilly Automotive shares in Q2 2023, an estimated $9.16K.
O'Reilly Automotive made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #480 holding.
BDO Wealth Advisors first reported a position in O'Reilly Automotive in Q1 2019 and has held it in 13 quarters since.
BDO Wealth Advisors's O'Reilly Automotive position peaked at $47K in Q1 2019.
1,231 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.