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

Provence Wealth Management Group’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
Q4 		$950 Hold
15
– – ﹤0.01% 417
2023
Q3 		$909 Buy
+15
New +$941 ﹤0.01% 428

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Provence Wealth Management Group's ORLY Position: Q4 2023 in Review

Provence Wealth Management Group held its O'Reilly Automotive (ORLY) position steady in Q4 2023 at 15 shares worth $950. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Provence Wealth Management Group first reported a position in ORLY in Q3 2023 and has held it in 2 quarters since. 1,331 funds tracked by Wall St. Rank hold ORLY as of Q4 2023.

  • Provence Wealth Management Group held 15 shares of O'Reilly Automotive worth $950 as of Q4 2023.
  • Provence Wealth Management Group left its O'Reilly Automotive share count unchanged in Q4 2023.
  • O'Reilly Automotive made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #417 holding.
  • Provence Wealth Management Group first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 2 quarters since.
  • 1,331 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.