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Fortitude Advisory Group’s O'Reilly Automotive ORLY Stock Holding History

Fortitude Advisory Group’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
Q1 		– Sell
-3,570
Closed -$201K – 232
2022
Q4 		$201K Buy
+3,570
New +$192K 0.17% 184
2022
Q3 		– Sell
-4,770
Closed -$201K – 213
2022
Q2 		$201K Sell
4,770
-270
-5% -$11.6K 0.18% 174
2022
Q1 		$230K Buy
5,040
+60
+1% +$2.68K 0.12% 179
2021
Q4 		$234K Buy
+4,980
New +$216K 0.12% 174

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fortitude Advisory Group's ORLY Position: Q1 2023 in Review

Fortitude Advisory Group sold out of O'Reilly Automotive (ORLY) in Q1 2023, closing a stake of 3,570 shares — an estimated $201K sold.

Fortitude Advisory Group first reported a position in ORLY in Q4 2021 and held it in 4 quarters. The position peaked at $234K in Q4 2021. 1,171 funds tracked by Wall St. Rank hold ORLY as of Q1 2023.

  • Fortitude Advisory Group reported no remaining O'Reilly Automotive position as of Q1 2023 after selling out during the quarter.
  • Fortitude Advisory Group sold 3,570 O'Reilly Automotive shares in Q1 2023, an estimated $201K.
  • Fortitude Advisory Group first reported a position in O'Reilly Automotive in Q4 2021 and held it in 4 quarters.
  • Fortitude Advisory Group's O'Reilly Automotive position peaked at $234K in Q4 2021.
  • 1,171 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2023.

Based on Fortitude Advisory Group's 13F filing for Q1 2023, filed 5 May 2023.