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

FSC 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
2022
Q4 		– Sell
-135
Closed -$6K – 209
2022
Q3 		$6K Hold
135
– – 0.06% 125
2022
Q2 		$6K Buy
+135
New +$5.81K 0.05% 125

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

FSC Wealth Advisors's ORLY Position: Q4 2022 in Review

FSC Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q4 2022, closing a stake of 135 shares — an estimated $6K sold.

FSC Wealth Advisors first reported a position in ORLY in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 1,198 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

  • FSC Wealth Advisors reported no remaining O'Reilly Automotive position as of Q4 2022 after selling out during the quarter.
  • FSC Wealth Advisors sold 135 O'Reilly Automotive shares in Q4 2022, an estimated $6K.
  • FSC Wealth Advisors first reported a position in O'Reilly Automotive in Q2 2022 and held it in 2 quarters.
  • FSC Wealth Advisors's O'Reilly Automotive position peaked at $6K in Q3 2022.
  • 1,198 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.