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Impact Partnership Wealth’s O'Reilly Automotive ORLY Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-15
Closed -$909 – 1020
2023
Q3 		$909 Hold
15
– – ﹤0.01% 897
2023
Q2 		$955 Buy
+15
New +$916 ﹤0.01% 804

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Impact Partnership Wealth's ORLY Position: Q4 2023 in Review

Impact Partnership Wealth sold out of O'Reilly Automotive (ORLY) in Q4 2023, closing a stake of 15 shares — an estimated $909 sold.

Impact Partnership Wealth first reported a position in ORLY in Q2 2023 and held it in 2 quarters. The position peaked at $955 in Q2 2023. 1,330 funds tracked by Wall St. Rank hold ORLY as of Q4 2023.

  • Impact Partnership Wealth reported no remaining O'Reilly Automotive position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 15 O'Reilly Automotive shares in Q4 2023, an estimated $909.
  • Impact Partnership Wealth first reported a position in O'Reilly Automotive in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's O'Reilly Automotive position peaked at $955 in Q2 2023.
  • 1,330 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.