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

ICA Group 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
2024
Q2 		– Sell
-120
Closed -$9.03K – 1148
2024
Q1 		$9.03K Hold
120
– – ﹤0.01% 909
2023
Q4 		$7.6K Buy
+120
New +$7.58K ﹤0.01% 924
2023
Q3 		– Sell
-120
Closed -$7.64K – 898
2023
Q2 		$7.64K Hold
120
– – ﹤0.01% 883
2023
Q1 		$6.79K Hold
120
– – ﹤0.01% 884
2022
Q4 		$6.75K Buy
+120
New +$6.45K ﹤0.01% 908

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ICA Group Wealth Management's ORLY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of O'Reilly Automotive (ORLY) in Q2 2024, closing a stake of 120 shares — an estimated $9.03K sold.

ICA Group Wealth Management first reported a position in ORLY in Q4 2022 and held it in 5 quarters. The position peaked at $9.03K in Q1 2024. 1,393 funds tracked by Wall St. Rank hold ORLY as of Q2 2024.

  • ICA Group Wealth Management reported no remaining O'Reilly Automotive position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 120 O'Reilly Automotive shares in Q2 2024, an estimated $9.03K.
  • ICA Group Wealth Management first reported a position in O'Reilly Automotive in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's O'Reilly Automotive position peaked at $9.03K in Q1 2024.
  • 1,393 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.