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Phoenix Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-525
Closed -$21K – 289
2021
Q3 		$21K Hold
525
– – 0.02% 262
2021
Q2 		$20K Hold
525
– – 0.01% 258
2021
Q1 		$18K Hold
525
– – 0.01% 264
2020
Q4 		$16K Buy
+525
New +$15.8K 0.01% 269

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

Phoenix Wealth Advisors's ORLY Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q4 2021, closing a stake of 525 shares — an estimated $21K sold.

Phoenix Wealth Advisors first reported a position in ORLY in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q3 2021. 1,094 funds tracked by Wall St. Rank hold ORLY as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining O'Reilly Automotive position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 525 O'Reilly Automotive shares in Q4 2021, an estimated $21K.
  • Phoenix Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's O'Reilly Automotive position peaked at $21K in Q3 2021.
  • 1,094 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.