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Castle Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Castle 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
Q4 		– Sell
-630
Closed -$30K – 456
2022
Q3 		$30K Hold
630
– – 0.02% 277
2022
Q2 		$27K Buy
+630
New +$27.1K 0.02% 287

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Castle Wealth Management's ORLY Position: Q4 2022 in Review

Castle Wealth Management sold out of O'Reilly Automotive (ORLY) in Q4 2022, closing a stake of 630 shares — an estimated $30K sold.

Castle Wealth Management first reported a position in ORLY in Q2 2022 and held it in 2 quarters. The position peaked at $30K in Q3 2022. 1,198 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

  • Castle Wealth Management reported no remaining O'Reilly Automotive position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 630 O'Reilly Automotive shares in Q4 2022, an estimated $30K.
  • Castle Wealth Management first reported a position in O'Reilly Automotive in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's O'Reilly Automotive position peaked at $30K in Q3 2022.
  • 1,198 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.