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

Liberty 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
Q2 		– Sell
-15
Closed – – 948
2020
Q1 		$0 Buy
+15
New +$383 ﹤0.01% 954

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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

Liberty Wealth Management's ORLY Position: Q2 2020 in Review

Liberty Wealth Management sold out of O'Reilly Automotive (ORLY) in Q2 2020, closing a stake of 15 shares.

Liberty Wealth Management first reported a position in ORLY in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 851 funds tracked by Wall St. Rank hold ORLY as of Q2 2020.

  • Liberty Wealth Management reported no remaining O'Reilly Automotive position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 15 O'Reilly Automotive shares in Q2 2020.
  • Liberty Wealth Management first reported a position in O'Reilly Automotive in Q1 2020 and held it in 1 quarter.
  • Liberty Wealth Management's O'Reilly Automotive position peaked at $0 in Q1 2020.
  • 851 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.