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Confluence Wealth Services’s O'Reilly Automotive ORLY Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-315
Closed -$14K – 873
2021
Q4 		$14K Buy
+315
New +$13.6K ﹤0.01% 825

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
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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Confluence Wealth Services's ORLY Position: Q1 2022 in Review

Confluence Wealth Services sold out of O'Reilly Automotive (ORLY) in Q1 2022, closing a stake of 315 shares — an estimated $14K sold.

Confluence Wealth Services first reported a position in ORLY in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold ORLY as of Q1 2022.

  • Confluence Wealth Services reported no remaining O'Reilly Automotive position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 315 O'Reilly Automotive shares in Q1 2022, an estimated $14K.
  • Confluence Wealth Services first reported a position in O'Reilly Automotive in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's O'Reilly Automotive position peaked at $14K in Q4 2021.
  • 1,113 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.