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

Beacon Pointe 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
2019
Q4 		$218K Sell
7,440
-3,735
-33% -$107K 0.04% 247
2019
Q3 		$297K Hold
11,175
– – 0.06% 215
2019
Q2 		$275K Hold
11,175
– – 0.06% 219
2019
Q1 		$289K Hold
11,175
– – 0.07% 211
2018
Q4 		$256K Buy
+11,175
New +$254K 0.09% 189

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's ORLY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its O'Reilly Automotive (ORLY) stake by 33% in Q4 2019, selling an estimated $107K and leaving 7,440 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #247.

Beacon Pointe Wealth Advisors first reported a position in ORLY in Q4 2018 and has held it in 5 quarters since. The position peaked at $297K in Q3 2019. 923 funds tracked by Wall St. Rank hold ORLY as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 7,440 shares of O'Reilly Automotive worth $218K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 3,735 O'Reilly Automotive shares in Q4 2019, an estimated $107K.
  • O'Reilly Automotive made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #247 holding.
  • Beacon Pointe Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's O'Reilly Automotive position peaked at $297K in Q3 2019.
  • 923 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.