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

Financial Synergies 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
2024 Q2	–	Sell	-15	Closed	-$1.13K	–	336
2024 Q1	$1.13K	Hold	15	–	–	﹤0.01%	392
2023 Q4	$845	Hold	15	–	–	﹤0.01%	345
2023 Q3	$909	Hold	15	–	–	﹤0.01%	389
2023 Q2	$956	Hold	15	–	–	﹤0.01%	381
2023 Q1	$849	Hold	15	–	–	﹤0.01%	390
2022 Q4	$845	Hold	15	–	–	﹤0.01%	345
2022 Q3	$704	Hold	15	–	–	﹤0.01%	338
2022 Q2	$632	Buy	+15	New	+$645	﹤0.01%	358

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Synergies Wealth Advisors's ORLY Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q2 2024, closing a stake of 15 shares — an estimated $1.13K sold.

Financial Synergies Wealth Advisors first reported a position in ORLY in Q2 2022 and held it in 8 quarters. The position peaked at $1.13K in Q1 2024. 1,393 funds tracked by Wall St. Rank hold ORLY as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining O'Reilly Automotive position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 15 O'Reilly Automotive shares in Q2 2024, an estimated $1.13K.
Financial Synergies Wealth Advisors first reported a position in O'Reilly Automotive in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's O'Reilly Automotive position peaked at $1.13K in Q1 2024.
1,393 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.