FinTrust Capital Advisors’s O'Reilly Automotive ORLY Stock Holding History

FinTrust Capital 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 Q3	$44.9K	Hold	585	–	–	0.01%	602
2024 Q2	$41.2K	Buy	585 +375	+179%	+$25.9K	0.01%	594
2024 Q1	$15.8K	Hold	210	–	–	﹤0.01%	782
2023 Q4	$13.3K	Hold	210	–	–	﹤0.01%	781
2023 Q3	$12.7K	Buy	210 +135	+180%	+$8.47K	﹤0.01%	746
2023 Q2	$4.22K	Hold	75	–	–	﹤0.01%	892
2023 Q1	$4.22K	Hold	75	–	–	﹤0.01%	887
2022 Q4	$4.22K	Sell	75 -75	-50%	-$4.03K	﹤0.01%	884
2022 Q3	$7K	Hold	150	–	–	﹤0.01%	963
2022 Q2	$7K	Sell	150 -135	-47%	-$5.81K	﹤0.01%	980
2022 Q1	$13K	Hold	285	–	–	﹤0.01%	868
2021 Q4	$13K	Hold	285	–	–	﹤0.01%	861
2021 Q3	$12K	Hold	285	–	–	﹤0.01%	875
2021 Q2	$11K	Hold	285	–	–	﹤0.01%	922
2021 Q1	$10K	Hold	285	–	–	﹤0.01%	903
2020 Q4	$9K	Hold	285	–	–	﹤0.01%	877
2020 Q3	$9K	Hold	285	–	–	﹤0.01%	841
2020 Q2	$8K	Hold	285	–	–	﹤0.01%	768
2020 Q1	$6K	Hold	285	–	–	﹤0.01%	850
2019 Q4	$8K	Hold	285	–	–	﹤0.01%	779
2019 Q3	$8K	Hold	285	–	–	﹤0.01%	801
2019 Q2	$7K	Buy	285 +75	+36%	+$1.9K	﹤0.01%	785
2019 Q1	$5K	Sell	210 -60	-22%	-$1.45K	﹤0.01%	940
2018 Q4	$6K	Buy	+270	New	+$6.15K	﹤0.01%	889

Other funds holding ORLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FinTrust Capital Advisors's ORLY Position: Q3 2024 in Review

FinTrust Capital Advisors held its O'Reilly Automotive (ORLY) position steady in Q3 2024 at 585 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #602.

FinTrust Capital Advisors first reported a position in ORLY in Q4 2018 and has held it in 24 quarters since. 1,390 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

FinTrust Capital Advisors held 585 shares of O'Reilly Automotive worth $44.9K as of Q3 2024.
FinTrust Capital Advisors left its O'Reilly Automotive share count unchanged in Q3 2024.
O'Reilly Automotive made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #602 holding.
FinTrust Capital Advisors first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 24 quarters since.
1,390 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.