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

Focused 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
2024 Q1	–	Sell	-225	Closed	-$14.3K	–	713
2023 Q4	$14.3K	Hold	225	–	–	﹤0.01%	489
2023 Q3	$13.6K	Hold	225	–	–	﹤0.01%	479
2023 Q2	$14.3K	Hold	225	–	–	﹤0.01%	485
2023 Q1	$12.7K	Hold	225	–	–	﹤0.01%	500
2022 Q4	$12.7K	Hold	225	–	–	﹤0.01%	489
2022 Q3	$11K	Hold	225	–	–	﹤0.01%	480
2022 Q2	$9K	Hold	225	–	–	﹤0.01%	513
2022 Q1	$10K	Hold	225	–	–	﹤0.01%	551
2021 Q4	$11K	Hold	225	–	–	﹤0.01%	572
2021 Q3	$9K	Hold	225	–	–	﹤0.01%	623
2021 Q2	$8K	Hold	225	–	–	﹤0.01%	651
2021 Q1	$8K	Hold	225	–	–	﹤0.01%	638
2020 Q4	$7K	Hold	225	–	–	﹤0.01%	614
2020 Q3	$7K	Hold	225	–	–	﹤0.01%	557
2020 Q2	$6K	Hold	225	–	–	﹤0.01%	564
2020 Q1	$5K	Hold	225	–	–	﹤0.01%	530
2019 Q4	$7K	Hold	225	–	–	﹤0.01%	539
2019 Q3	$6K	Hold	225	–	–	﹤0.01%	548
2019 Q2	$6K	Hold	225	–	–	﹤0.01%	580
2019 Q1	$6K	Hold	225	–	–	﹤0.01%	534
2018 Q4	$5K	Hold	225	–	–	﹤0.01%	546
2018 Q3	$5K	Hold	225	–	–	﹤0.01%	523
2018 Q2	$4K	Hold	225	–	–	﹤0.01%	539
2018 Q1	$4K	Hold	225	–	–	﹤0.01%	579
2017 Q4	$4K	Hold	225	–	–	﹤0.01%	571
2017 Q3	$3K	Hold	225	–	–	﹤0.01%	562
2017 Q2	$3K	Hold	225	–	–	﹤0.01%	606
2017 Q1	$4K	Hold	225	–	–	﹤0.01%	570
2016 Q4	$4K	Hold	225	–	–	﹤0.01%	571
2016 Q3	$4K	Hold	225	–	–	﹤0.01%	554
2016 Q2	$4K	Hold	225	–	–	﹤0.01%	547
2016 Q1	$4K	Hold	225	–	–	﹤0.01%	507
2015 Q4	$4K	Hold	225	–	–	﹤0.01%	536
2015 Q3	$4K	Hold	225	–	–	﹤0.01%	525
2015 Q2	$3K	Hold	225	–	–	﹤0.01%	558
2015 Q1	$3K	Hold	225	–	–	﹤0.01%	580
2014 Q4	$3K	Hold	225	–	–	﹤0.01%	559
2014 Q3	$2K	Hold	225	–	–	﹤0.01%	602
2014 Q2	$2K	Hold	225	–	–	﹤0.01%	603
2014 Q1	$2K	Hold	225	–	–	﹤0.01%	569
2013 Q4	$2K	Hold	225	–	–	﹤0.01%	566
2013 Q3	$2K	Buy	+225	New	+$1.84K	﹤0.01%	530

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Focused Wealth Management's ORLY Position: Q1 2024 in Review

Focused Wealth Management sold out of O'Reilly Automotive (ORLY) in Q1 2024, closing a stake of 225 shares — an estimated $14.3K sold.

Focused Wealth Management first reported a position in ORLY in Q3 2013 and held it in 42 quarters. The position peaked at $14.3K in Q2 2023. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

Focused Wealth Management reported no remaining O'Reilly Automotive position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 225 O'Reilly Automotive shares in Q1 2024, an estimated $14.3K.
Focused Wealth Management first reported a position in O'Reilly Automotive in Q3 2013 and held it in 42 quarters.
Focused Wealth Management's O'Reilly Automotive position peaked at $14.3K in Q2 2023.
1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.