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Insight Wealth Strategies’s O'Reilly Automotive ORLY Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-25,110
Closed -$1.41M – 141
2022
Q4 		$1.41M Sell
25,110
-22,080
-47% -$1.19M 0.27% 68
2022
Q3 		$1.99M Hold
47,190
– – 0.37% 36
2022
Q2 		$1.99M Sell
47,190
-2,865
-6% -$123K 0.37% 36
2022
Q1 		$2.29M Buy
50,055
+450
+0.9% +$20.1K 0.34% 42
2021
Q4 		$2.34M Sell
49,605
-210
-0.4% -$9.09K 0.33% 43
2021
Q3 		$2.03M Buy
49,815
+90
+0.2% +$3.6K 0.29% 47
2021
Q2 		$1.88M Sell
49,725
-9,015
-15% -$323K 0.27% 51
2021
Q1 		$1.99M Buy
58,740
+9,915
+20% +$307K 0.27% 53
2020
Q4 		$1.47M Buy
48,825
+2,625
+6% +$79.2K 0.25% 56
2020
Q3 		$1.42M Buy
46,200
+15,375
+50% +$467K 0.26% 45
2020
Q2 		$867K Buy
30,825
+3,750
+14% +$98K 0.19% 54
2020
Q1 		$543K Sell
27,075
-54,465
-67% -$1.39M 0.14% 68
2019
Q4 		$2.38M Sell
81,540
-1,620
-2% -$46.3K 0.5% 36
2019
Q3 		$2.21M Buy
83,160
+12,015
+17% +$310K 0.52% 34
2019
Q2 		$1.75M Buy
71,145
+14,910
+27% +$378K 0.43% 42
2019
Q1 		$1.46M Buy
56,235
+2,370
+4% +$57.3K 0.41% 50
2018
Q4 		$1.24M Buy
+53,865
New +$1.23M 0.38% 41

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Insight Wealth Strategies's ORLY Position: Q1 2023 in Review

Insight Wealth Strategies sold out of O'Reilly Automotive (ORLY) in Q1 2023, closing a stake of 25,110 shares — an estimated $1.41M sold.

Insight Wealth Strategies first reported a position in ORLY in Q4 2018 and held it in 17 quarters. The position peaked at $2.38M in Q4 2019. 1,171 funds tracked by Wall St. Rank hold ORLY as of Q1 2023.

  • Insight Wealth Strategies reported no remaining O'Reilly Automotive position as of Q1 2023 after selling out during the quarter.
  • Insight Wealth Strategies sold 25,110 O'Reilly Automotive shares in Q1 2023, an estimated $1.41M.
  • Insight Wealth Strategies first reported a position in O'Reilly Automotive in Q4 2018 and held it in 17 quarters.
  • Insight Wealth Strategies's O'Reilly Automotive position peaked at $2.38M in Q4 2019.
  • 1,171 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2023.

Based on Insight Wealth Strategies's 13F filing for Q1 2023, filed 6 Apr 2023.