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

Garrett Wealth 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
2019
Q4 		– Sell
-195
Closed -$5.18K – 470
2019
Q3 		$5.18K Buy
+195
New +$5.04K ﹤0.01% 366

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's ORLY Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of O'Reilly Automotive (ORLY) in Q4 2019, closing a stake of 195 shares — an estimated $5.18K sold.

Garrett Wealth Advisory Group first reported a position in ORLY in Q3 2019 and held it in 1 quarter. The position peaked at $5.18K in Q3 2019. 923 funds tracked by Wall St. Rank hold ORLY as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining O'Reilly Automotive position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 195 O'Reilly Automotive shares in Q4 2019, an estimated $5.18K.
  • Garrett Wealth Advisory Group first reported a position in O'Reilly Automotive in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's O'Reilly Automotive position peaked at $5.18K in Q3 2019.
  • 923 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.