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

Guidant 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
2018
Q3 		– Sell
-30
Closed – – 255
2018
Q2 		$0 Hold
30
– – ﹤0.01% 275
2018
Q1 		$0 Buy
+30
New +$507 ﹤0.01% 250

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guidant Wealth Advisors's ORLY Position: Q3 2018 in Review

Guidant Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q3 2018, closing a stake of 30 shares.

Guidant Wealth Advisors first reported a position in ORLY in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q2 2018. 752 funds tracked by Wall St. Rank hold ORLY as of Q3 2018.

  • Guidant Wealth Advisors reported no remaining O'Reilly Automotive position as of Q3 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 30 O'Reilly Automotive shares in Q3 2018.
  • Guidant Wealth Advisors first reported a position in O'Reilly Automotive in Q1 2018 and held it in 2 quarters.
  • Guidant Wealth Advisors's O'Reilly Automotive position peaked at $0 in Q2 2018.
  • 752 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2018.

Based on Guidant Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.