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

Executive 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
2019
Q3 		– Sell
-210
Closed -$5K – 574
2019
Q2 		$5K Hold
210
– – ﹤0.01% 721
2019
Q1 		$5K Buy
210
+120
+133% +$2.9K ﹤0.01% 652
2018
Q4 		$2K Buy
+90
New +$2.05K ﹤0.01% 771

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 $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Executive Wealth Management's ORLY Position: Q3 2019 in Review

Executive Wealth Management sold out of O'Reilly Automotive (ORLY) in Q3 2019, closing a stake of 210 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in ORLY in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 823 funds tracked by Wall St. Rank hold ORLY as of Q3 2019.

  • Executive Wealth Management reported no remaining O'Reilly Automotive position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 210 O'Reilly Automotive shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in O'Reilly Automotive in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's O'Reilly Automotive position peaked at $5K in Q2 2019.
  • 823 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.