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Guardian Wealth Advisors (North Carolina)’s O'Reilly Automotive ORLY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-10,425
Closed -$476K – 375
2022
Q1 		$476K Buy
+10,425
New +$466K 0.21% 88

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ORLY Position: Q2 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of O'Reilly Automotive (ORLY) in Q2 2022, closing a stake of 10,425 shares — an estimated $476K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ORLY in Q1 2022 and held it in 1 quarter. The position peaked at $476K in Q1 2022. 1,074 funds tracked by Wall St. Rank hold ORLY as of Q2 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining O'Reilly Automotive position as of Q2 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 10,425 O'Reilly Automotive shares in Q2 2022, an estimated $476K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in O'Reilly Automotive in Q1 2022 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s O'Reilly Automotive position peaked at $476K in Q1 2022.
  • 1,074 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2022, filed 15 Aug 2022.