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Principle Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-240
Closed -$7K – 345
2020
Q2 		$7K Buy
+240
New +$6.27K ﹤0.01% 420

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

Principle Wealth Partners's ORLY Position: Q3 2020 in Review

Principle Wealth Partners sold out of O'Reilly Automotive (ORLY) in Q3 2020, closing a stake of 240 shares — an estimated $7K sold.

Principle Wealth Partners first reported a position in ORLY in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 874 funds tracked by Wall St. Rank hold ORLY as of Q3 2020.

  • Principle Wealth Partners reported no remaining O'Reilly Automotive position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 240 O'Reilly Automotive shares in Q3 2020, an estimated $7K.
  • Principle Wealth Partners first reported a position in O'Reilly Automotive in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's O'Reilly Automotive position peaked at $7K in Q2 2020.
  • 874 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.