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

Curi 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
Q3 		– Sell
-60
Closed -$3K – 546
2022
Q2 		$3K Hold
60
– – ﹤0.01% 498
2022
Q1 		$2K Buy
60
+15
+33% +$670 ﹤0.01% 460
2021
Q4 		$2K Buy
+45
New +$1.95K ﹤0.01% 424
2021
Q1 		– Sell
-45
Closed -$1K – 368
2020
Q4 		$1K Buy
+45
New +$1.36K ﹤0.01% 365

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Curi Wealth Management's ORLY Position: Q3 2022 in Review

Curi Wealth Management sold out of O'Reilly Automotive (ORLY) in Q3 2022, closing a stake of 60 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in ORLY in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 1,092 funds tracked by Wall St. Rank hold ORLY as of Q3 2022.

  • Curi Wealth Management reported no remaining O'Reilly Automotive position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 60 O'Reilly Automotive shares in Q3 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in O'Reilly Automotive in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's O'Reilly Automotive position peaked at $3K in Q2 2022.
  • 1,092 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.