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ERTS Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

ERTS Wealth 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
2019
Q1 		– Sell
-6,870
Closed -$158K – 243
2018
Q4 		$158K Buy
+6,870
New +$156K 0.11% 85

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

ERTS Wealth Advisors's ORLY Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q1 2019, closing a stake of 6,870 shares — an estimated $158K sold.

ERTS Wealth Advisors first reported a position in ORLY in Q4 2018 and held it in 1 quarter. The position peaked at $158K in Q4 2018. 873 funds tracked by Wall St. Rank hold ORLY as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining O'Reilly Automotive position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 6,870 O'Reilly Automotive shares in Q1 2019, an estimated $158K.
  • ERTS Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's O'Reilly Automotive position peaked at $158K in Q4 2018.
  • 873 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.