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Personal Capital Advisors’s O'Reilly Automotive ORLY Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$279K Sell
4,965
-660
-12% -$35.5K ﹤0.01% 396
2022
Q3 		$264K Buy
5,625
+705
+14% +$32.9K ﹤0.01% 385
2022
Q2 		$207K Buy
4,920
+165
+3% +$7.1K ﹤0.01% 423
2022
Q1 		$217K Sell
4,755
-60
-1% -$2.68K ﹤0.01% 466
2021
Q4 		$227K Buy
+4,815
New +$208K ﹤0.01% 502

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Personal Capital Advisors's ORLY Position: Q4 2022 in Review

Personal Capital Advisors reduced its O'Reilly Automotive (ORLY) stake by 12% in Q4 2022, selling an estimated $35.5K and leaving 4,965 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Personal Capital Advisors first reported a position in ORLY in Q4 2021 and has held it in 5 quarters since. 1,197 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

  • Personal Capital Advisors held 4,965 shares of O'Reilly Automotive worth $279K as of Q4 2022.
  • Personal Capital Advisors sold 660 O'Reilly Automotive shares in Q4 2022, an estimated $35.5K.
  • O'Reilly Automotive made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #396 holding.
  • Personal Capital Advisors first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 5 quarters since.
  • 1,197 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.