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Ironwood Financial’s O'Reilly Automotive ORLY Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-450
Closed -$18K – 402
2021
Q3 		$18K Hold
450
– – 0.01% 294
2021
Q2 		$17K Hold
450
– – 0.01% 298
2021
Q1 		$15K Hold
450
– – ﹤0.01% 298
2020
Q4 		$14K Hold
450
– – 0.01% 289
2020
Q3 		$14K Hold
450
– – 0.01% 234
2020
Q2 		$13K Hold
450
– – 0.01% 227
2020
Q1 		$9K Hold
450
– – 0.01% 222
2019
Q4 		$13K Buy
+450
New +$12.9K 0.01% 242

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Ironwood Financial's ORLY Position: Q4 2021 in Review

Ironwood Financial sold out of O'Reilly Automotive (ORLY) in Q4 2021, closing a stake of 450 shares — an estimated $18K sold.

Ironwood Financial first reported a position in ORLY in Q4 2019 and held it in 8 quarters. The position peaked at $18K in Q3 2021. 1,094 funds tracked by Wall St. Rank hold ORLY as of Q4 2021.

  • Ironwood Financial reported no remaining O'Reilly Automotive position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 450 O'Reilly Automotive shares in Q4 2021, an estimated $18K.
  • Ironwood Financial first reported a position in O'Reilly Automotive in Q4 2019 and held it in 8 quarters.
  • Ironwood Financial's O'Reilly Automotive position peaked at $18K in Q3 2021.
  • 1,094 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.