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

Fairhaven 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
Q2 		– Sell
-4,905
Closed -$224K – 127
2022
Q1 		$224K Hold
4,905
– – 0.09% 105
2021
Q4 		$231K Buy
+4,905
New +$212K 0.09% 100
2020
Q1 		– Sell
-16,605
Closed -$485K – 88
2019
Q4 		$485K Sell
16,605
-2,565
-13% -$73.4K 0.4% 38
2019
Q3 		$509K Sell
19,170
-870
-4% -$22.5K 0.48% 33
2019
Q2 		$493K Buy
20,040
+105
+0.5% +$2.66K 0.46% 34
2019
Q1 		$516K Buy
19,935
+5,070
+34% +$123K 0.49% 29
2018
Q4 		$341K Buy
+14,865
New +$338K 0.34% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fairhaven Wealth Management's ORLY Position: Q2 2022 in Review

Fairhaven Wealth Management sold out of O'Reilly Automotive (ORLY) in Q2 2022, closing a stake of 4,905 shares — an estimated $224K sold.

Fairhaven Wealth Management first reported a position in ORLY in Q4 2018 and held it in 7 quarters. The position peaked at $516K in Q1 2019. 1,075 funds tracked by Wall St. Rank hold ORLY as of Q2 2022.

  • Fairhaven Wealth Management reported no remaining O'Reilly Automotive position as of Q2 2022 after selling out during the quarter.
  • Fairhaven Wealth Management sold 4,905 O'Reilly Automotive shares in Q2 2022, an estimated $224K.
  • Fairhaven Wealth Management first reported a position in O'Reilly Automotive in Q4 2018 and held it in 7 quarters.
  • Fairhaven Wealth Management's O'Reilly Automotive position peaked at $516K in Q1 2019.
  • 1,075 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2022.

Based on Fairhaven Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.