PWS
ORLY icon

Precision Wealth Strategies’s O'Reilly Automotive ORLY Stock Holding History

Precision Wealth Strategies’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
2023
Q1 		– Sell
-8,655
Closed -$487K – 103
2022
Q4 		$487K Sell
8,655
-30
-0.3% -$1.61K 0.51% 40
2022
Q3 		$445K Sell
8,685
-4,215
-33% -$197K 0.39% 52
2022
Q2 		$574K Buy
12,900
+930
+8% +$40K 0.45% 44
2022
Q1 		$547K Sell
11,970
-2,475
-17% -$111K 0.32% 61
2021
Q4 		$680K Buy
14,445
+2,250
+18% +$97.4K 0.49% 56
2021
Q3 		$497K Buy
+12,195
New +$488K 0.38% 58

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Precision Wealth Strategies's ORLY Position: Q1 2023 in Review

Precision Wealth Strategies sold out of O'Reilly Automotive (ORLY) in Q1 2023, closing a stake of 8,655 shares — an estimated $487K sold.

Precision Wealth Strategies first reported a position in ORLY in Q3 2021 and held it in 6 quarters. The position peaked at $680K in Q4 2021. 1,171 funds tracked by Wall St. Rank hold ORLY as of Q1 2023.

  • Precision Wealth Strategies reported no remaining O'Reilly Automotive position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 8,655 O'Reilly Automotive shares in Q1 2023, an estimated $487K.
  • Precision Wealth Strategies first reported a position in O'Reilly Automotive in Q3 2021 and held it in 6 quarters.
  • Precision Wealth Strategies's O'Reilly Automotive position peaked at $680K in Q4 2021.
  • 1,171 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.