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Consolidated Planning Corp’s O'Reilly Automotive ORLY Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-195
Closed -$8K – 336
2021
Q3 		$8K Buy
+195
New +$7.8K 0.01% 322

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Consolidated Planning Corp's ORLY Position: Q4 2021 in Review

Consolidated Planning Corp sold out of O'Reilly Automotive (ORLY) in Q4 2021, closing a stake of 195 shares — an estimated $8K sold.

Consolidated Planning Corp first reported a position in ORLY in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 1,094 funds tracked by Wall St. Rank hold ORLY as of Q4 2021.

  • Consolidated Planning Corp reported no remaining O'Reilly Automotive position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 195 O'Reilly Automotive shares in Q4 2021, an estimated $8K.
  • Consolidated Planning Corp first reported a position in O'Reilly Automotive in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's O'Reilly Automotive position peaked at $8K in Q3 2021.
  • 1,094 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.