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Capital Directions Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Capital Directions Investment 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
Q2 		– Sell
-1,080
Closed -$49K – 270
2022
Q1 		$49K Buy
+1,080
New +$48.2K 0.01% 146
2021
Q4 		– Sell
-600
Closed -$24K – 167
2021
Q3 		$24K Buy
+600
New +$24K 0.01% 181
2020
Q2 		– Sell
-1,635
Closed -$33K – 233
2020
Q1 		$33K Hold
1,635
– – 0.01% 132
2019
Q4 		$48K Hold
1,635
– – 0.02% 137
2019
Q3 		$43K Buy
+1,635
New +$42.2K 0.01% 136

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

Capital Directions Investment Advisors's ORLY Position: Q2 2022 in Review

Capital Directions Investment Advisors sold out of O'Reilly Automotive (ORLY) in Q2 2022, closing a stake of 1,080 shares — an estimated $49K sold.

Capital Directions Investment Advisors first reported a position in ORLY in Q3 2019 and held it in 5 quarters. The position peaked at $49K in Q1 2022. 1,075 funds tracked by Wall St. Rank hold ORLY as of Q2 2022.

  • Capital Directions Investment Advisors reported no remaining O'Reilly Automotive position as of Q2 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 1,080 O'Reilly Automotive shares in Q2 2022, an estimated $49K.
  • Capital Directions Investment Advisors first reported a position in O'Reilly Automotive in Q3 2019 and held it in 5 quarters.
  • Capital Directions Investment Advisors's O'Reilly Automotive position peaked at $49K in Q1 2022.
  • 1,075 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.