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

Evolution 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
2020
Q1 		– Sell
-1,485
Closed -$43K – 553
2019
Q4 		$43K Buy
+1,485
New +$42.5K 0.01% 161
2019
Q3 		– Sell
-150
Closed -$4K – 560
2019
Q2 		$4K Buy
+150
New +$3.8K ﹤0.01% 303

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolution Wealth Advisors's ORLY Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q1 2020, closing a stake of 1,485 shares — an estimated $43K sold.

Evolution Wealth Advisors first reported a position in ORLY in Q2 2019 and held it in 2 quarters. The position peaked at $43K in Q4 2019. 799 funds tracked by Wall St. Rank hold ORLY as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining O'Reilly Automotive position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,485 O'Reilly Automotive shares in Q1 2020, an estimated $43K.
  • Evolution Wealth Advisors first reported a position in O'Reilly Automotive in Q2 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's O'Reilly Automotive position peaked at $43K in Q4 2019.
  • 799 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.