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Financial Advocates Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Financial Advocates Investment 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
2021
Q2 		– Sell
-8,280
Closed -$253K – 810
2021
Q1 		$253K Buy
8,280
+810
+11% +$25.1K 0.02% 658
2020
Q4 		$226K Buy
7,470
+120
+2% +$3.62K 0.02% 651
2020
Q3 		$226K Hold
7,350
– – 0.02% 547
2020
Q2 		$207K Buy
+7,350
New +$192K 0.02% 561

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $6.13B AUM 15.27% 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 $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Financial Advocates Investment Management's ORLY Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of O'Reilly Automotive (ORLY) in Q2 2021, closing a stake of 8,280 shares — an estimated $253K sold.

Financial Advocates Investment Management first reported a position in ORLY in Q2 2020 and held it in 4 quarters. The position peaked at $253K in Q1 2021. 949 funds tracked by Wall St. Rank hold ORLY as of Q2 2021.

  • Financial Advocates Investment Management reported no remaining O'Reilly Automotive position as of Q2 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,280 O'Reilly Automotive shares in Q2 2021, an estimated $253K.
  • Financial Advocates Investment Management first reported a position in O'Reilly Automotive in Q2 2020 and held it in 4 quarters.
  • Financial Advocates Investment Management's O'Reilly Automotive position peaked at $253K in Q1 2021.
  • 949 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2021.

Based on Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.