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Engrave Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-330
Closed -$9K – 315
2020
Q2 		$9K Sell
330
-60
-15% -$1.57K 0.01% 258
2020
Q1 		$7K Sell
390
-465
-54% -$11.9K 0.01% 237
2019
Q4 		$24K Buy
+855
New +$24.5K 0.02% 195

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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

Engrave Wealth Partners's ORLY Position: Q3 2020 in Review

Engrave Wealth Partners sold out of O'Reilly Automotive (ORLY) in Q3 2020, closing a stake of 330 shares — an estimated $9K sold.

Engrave Wealth Partners first reported a position in ORLY in Q4 2019 and held it in 3 quarters. The position peaked at $24K in Q4 2019. 874 funds tracked by Wall St. Rank hold ORLY as of Q3 2020.

  • Engrave Wealth Partners reported no remaining O'Reilly Automotive position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 330 O'Reilly Automotive shares in Q3 2020, an estimated $9K.
  • Engrave Wealth Partners first reported a position in O'Reilly Automotive in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's O'Reilly Automotive position peaked at $24K in Q4 2019.
  • 874 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.