LPWM
ORLY icon

Lake Point Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Lake Point 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
2020
Q1 		$2K Hold
90
– – ﹤0.01% 274
2019
Q4 		$3K Buy
+90
New +$2.58K ﹤0.01% 437
2019
Q2 		$2K Hold
90
– – ﹤0.01% 550
2019
Q1 		$2K Buy
+90
New +$2.18K ﹤0.01% 548

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lake Point Wealth Management's ORLY Position: Q1 2020 in Review

Lake Point Wealth Management held its O'Reilly Automotive (ORLY) position steady in Q1 2020 at 90 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Lake Point Wealth Management first reported a position in ORLY in Q1 2019 and has held it in 4 quarters since. The position peaked at $3K in Q4 2019. 799 funds tracked by Wall St. Rank hold ORLY as of Q1 2020.

  • Lake Point Wealth Management held 90 shares of O'Reilly Automotive worth $2K as of Q1 2020.
  • Lake Point Wealth Management left its O'Reilly Automotive share count unchanged in Q1 2020.
  • O'Reilly Automotive made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #274 holding.
  • Lake Point Wealth Management first reported a position in O'Reilly Automotive in Q1 2019 and has held it in 4 quarters since.
  • Lake Point Wealth Management's O'Reilly Automotive position peaked at $3K in Q4 2019.
  • 799 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.