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

Frontier 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
2022
Q2 		$933K Sell
22,155
-75
-0.3% -$3.23K 0.07% 184
2022
Q1 		$1.06M Sell
22,230
-1,875
-8% -$83.7K 0.01% 175
2021
Q4 		$1.14M Hold
24,105
– – 0.07% 171
2021
Q3 		$982K Hold
24,105
– – 0.07% 181
2021
Q2 		$910K Hold
24,105
– – 0.06% 193
2021
Q1 		$815K Sell
24,105
-240
-1% -$7.43K 0.06% 192
2020
Q4 		$735K Sell
24,345
-225
-0.9% -$6.79K 0.06% 187
2020
Q3 		$755K Hold
24,570
– – 0.07% 176
2020
Q2 		$691K Sell
24,570
-6,375
-21% -$167K 0.06% 178
2020
Q1 		$621K Hold
30,945
– – 0.1% 159
2019
Q4 		$904K Buy
30,945
+1,110
+4% +$31.8K 0.14% 127
2019
Q3 		$793K Buy
29,835
+1,050
+4% +$27.1K 0.12% 143
2019
Q2 		$709K Hold
28,785
– – 0.1% 151
2019
Q1 		$745K Buy
28,785
+2,745
+11% +$66.4K 0.1% 173
2018
Q4 		$598K Sell
26,040
-1,875
-7% -$42.7K 0.09% 180
2018
Q3 		$646K Hold
27,915
– – 0.06% 193
2018
Q2 		$509K Hold
27,915
– – 0.07% 214
2018
Q1 		$460K Buy
27,915
+465
+2% +$7.87K 0.06% 235
2017
Q4 		$440K Sell
27,450
-570
-2% -$8.49K 0.07% 220
2017
Q3 		$402K Sell
28,020
-1,425
-5% -$18.8K 0.06% 261
2017
Q2 		$429K Sell
29,445
-36,975
-56% -$604K 0.07% 244
2017
Q1 		$1.2M Hold
66,420
– – 0.18% 136
2016
Q4 		$1.23M Hold
66,420
– – 0.2% 128
2016
Q3 		$1.24M Sell
66,420
-2,865
-4% -$53.7K 0.19% 124
2016
Q2 		$1.25M Hold
69,285
– – 0.2% 117
2016
Q1 		$1.26M Sell
69,285
-825
-1% -$14.1K 0.11% 112
2015
Q4 		$1.18M Sell
70,110
-6,540
-9% -$113K 0.19% 114
2015
Q3 		$1.28M Buy
76,650
+465
+0.6% +$7.51K 0.2% 114
2015
Q2 		$1.15M Sell
76,185
-45
-0.1% -$667 0.18% 117
2015
Q1 		$1.1M Buy
76,230
+1,050
+1% +$14.1K 0.18% 97
2014
Q4 		$965K Buy
+75,180
New +$881K 0.18% 90

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Frontier Wealth Management's ORLY Position: Q2 2022 in Review

Frontier Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 0.34% in Q2 2022, selling an estimated $3.23K and leaving 22,155 shares worth $933K. The position accounts for 0.07% of the portfolio, ranked #184.

Frontier Wealth Management first reported a position in ORLY in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.28M in Q3 2015. 1,074 funds tracked by Wall St. Rank hold ORLY as of Q2 2022.

  • Frontier Wealth Management held 22,155 shares of O'Reilly Automotive worth $933K as of Q2 2022.
  • Frontier Wealth Management sold 75 O'Reilly Automotive shares in Q2 2022, an estimated $3.23K.
  • O'Reilly Automotive made up 0.07% of Frontier Wealth Management's portfolio in Q2 2022, its #184 holding.
  • Frontier Wealth Management first reported a position in O'Reilly Automotive in Q4 2014 and has held it in 31 quarters since.
  • Frontier Wealth Management's O'Reilly Automotive position peaked at $1.28M in Q3 2015.
  • 1,074 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.