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Fiduciary Alliance’s O'Reilly Automotive ORLY Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-885
Closed -$56.4K – 686
2023
Q2 		$56.4K Buy
+885
New +$54K 0.01% 294
2023
Q1 		– Sell
-885
Closed -$49.8K – 624
2022
Q4 		$49.8K Buy
+885
New +$47.6K 0.01% 225

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiduciary Alliance's ORLY Position: Q3 2023 in Review

Fiduciary Alliance sold out of O'Reilly Automotive (ORLY) in Q3 2023, closing a stake of 885 shares — an estimated $56.4K sold.

Fiduciary Alliance first reported a position in ORLY in Q4 2022 and held it in 2 quarters. The position peaked at $56.4K in Q2 2023. 1,239 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

  • Fiduciary Alliance reported no remaining O'Reilly Automotive position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 885 O'Reilly Automotive shares in Q3 2023, an estimated $56.4K.
  • Fiduciary Alliance first reported a position in O'Reilly Automotive in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's O'Reilly Automotive position peaked at $56.4K in Q2 2023.
  • 1,239 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.