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Cetera Advisors’s O'Reilly Automotive ORLY Stock Holding History

Cetera 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
2024
Q1 		$2.2M Buy
29,295
+2,835
+11% +$198K 0.02% 776
2023
Q4 		$1.68M Sell
26,460
-2,220
-8% -$140K 0.02% 566
2023
Q3 		$1.74M Buy
28,680
+2,910
+11% +$183K 0.03% 515
2023
Q2 		$1.64M Sell
25,770
-210
-0.8% -$12.8K 0.03% 533
2023
Q1 		$1.47M Buy
25,980
+1,155
+5% +$63.3K 0.02% 550
2022
Q4 		$1.4M Sell
24,825
-5,250
-17% -$282K 0.03% 554
2022
Q3 		$1.41M Sell
30,075
-390
-1% -$18.2K 0.04% 446
2022
Q2 		$1.28M Sell
30,465
-3,345
-10% -$144K 0.03% 497
2022
Q1 		$1.54M Buy
33,810
+9,060
+37% +$405K 0.03% 473
2021
Q4 		$1.17M Sell
24,750
-1,770
-7% -$76.6K 0.02% 544
2021
Q3 		$1.08M Buy
26,520
+8,100
+44% +$324K 0.02% 588
2021
Q2 		$695K Buy
18,420
+3,195
+21% +$115K 0.02% 683
2021
Q1 		$515K Buy
15,225
+6,630
+77% +$205K 0.01% 726
2020
Q4 		$259K Buy
8,595
+270
+3% +$8.15K 0.01% 881
2020
Q3 		$256K Buy
8,325
+525
+7% +$16K 0.01% 800
2020
Q2 		$219K Buy
+7,800
New +$204K 0.01% 822
2020
Q1 		– Sell
-11,595
Closed -$339K – 918
2019
Q4 		$339K Buy
+11,595
New +$332K 0.01% 672
2016
Q1 		– Sell
-103,410
Closed -$1.77M – 757
2015
Q4 		$1.77M Buy
+103,410
New +$1.79M 0.15% 163

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisors's ORLY Position: Q1 2024 in Review

Cetera Advisors increased its O'Reilly Automotive (ORLY) stake by 11% in Q1 2024, buying an estimated $198K and bringing the position to 29,295 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #776.

Cetera Advisors first reported a position in ORLY in Q4 2015 and has held it in 18 quarters since. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

  • Cetera Advisors held 29,295 shares of O'Reilly Automotive worth $2.2M as of Q1 2024.
  • Cetera Advisors bought 2,835 O'Reilly Automotive shares in Q1 2024, an estimated $198K.
  • O'Reilly Automotive made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #776 holding.
  • Cetera Advisors first reported a position in O'Reilly Automotive in Q4 2015 and has held it in 18 quarters since.
  • 1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.