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

Prentice 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
2022
Q3 		– Sell
-1,650
Closed -$69K – 150
2022
Q2 		$69K Buy
+1,650
New +$71K 0.07% 59
2021
Q4 		– Sell
-2,520
Closed -$103K – 241
2021
Q3 		$103K Hold
2,520
– – 0.05% 141
2021
Q2 		$95K Hold
2,520
– – 0.05% 143
2021
Q1 		$85K Buy
+2,520
New +$78.1K 0.05% 140

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Prentice Wealth Management's ORLY Position: Q3 2022 in Review

Prentice Wealth Management sold out of O'Reilly Automotive (ORLY) in Q3 2022, closing a stake of 1,650 shares — an estimated $69K sold.

Prentice Wealth Management first reported a position in ORLY in Q1 2021 and held it in 4 quarters. The position peaked at $103K in Q3 2021. 1,092 funds tracked by Wall St. Rank hold ORLY as of Q3 2022.

  • Prentice Wealth Management reported no remaining O'Reilly Automotive position as of Q3 2022 after selling out during the quarter.
  • Prentice Wealth Management sold 1,650 O'Reilly Automotive shares in Q3 2022, an estimated $69K.
  • Prentice Wealth Management first reported a position in O'Reilly Automotive in Q1 2021 and held it in 4 quarters.
  • Prentice Wealth Management's O'Reilly Automotive position peaked at $103K in Q3 2021.
  • 1,092 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.