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Resurgent Financial Advisors’s O'Reilly Automotive ORLY Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-1,320
Closed -$83.6K – 394
2023
Q4 		$83.6K Sell
1,320
-30
-2% -$1.9K 0.05% 266
2023
Q3 		$81.8K Buy
1,350
+15
+1% +$941 0.06% 255
2023
Q2 		$85K Buy
1,335
+15
+1% +$916 0.06% 255
2023
Q1 		$74.7K Sell
1,320
-600
-31% -$32.9K 0.05% 268
2022
Q4 		$108K Buy
+1,920
New +$103K 0.06% 293

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resurgent Financial Advisors's ORLY Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of O'Reilly Automotive (ORLY) in Q1 2024, closing a stake of 1,320 shares — an estimated $83.6K sold.

Resurgent Financial Advisors first reported a position in ORLY in Q4 2022 and held it in 5 quarters. The position peaked at $108K in Q4 2022. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining O'Reilly Automotive position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,320 O'Reilly Automotive shares in Q1 2024, an estimated $83.6K.
  • Resurgent Financial Advisors first reported a position in O'Reilly Automotive in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's O'Reilly Automotive position peaked at $108K in Q4 2022.
  • 1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.