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RMR Wealth Builders’s O'Reilly Automotive ORLY Stock Holding History

RMR Wealth Builders’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
-8,895
Closed -$375K – 207
2022
Q2 		$375K Buy
8,895
+75
+0.9% +$3.23K 0.09% 127
2022
Q1 		$403K Buy
+8,820
New +$394K 0.09% 134
2021
Q4 		– Sell
-8,820
Closed -$359K – 185
2021
Q3 		$359K Hold
8,820
– – 0.11% 121
2021
Q2 		$333K Hold
8,820
– – 0.11% 127
2021
Q1 		$298K Hold
8,820
– – 0.08% 133
2020
Q4 		$266K Hold
8,820
– – 0.13% 122
2020
Q3 		$271K Hold
8,820
– – 0.07% 165
2020
Q2 		$248K Buy
+8,820
New +$231K 0.22% 98
2019
Q4 		$258K Buy
+8,820
New +$252K 0.25% 89

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RMR Wealth Builders's ORLY Position: Q3 2022 in Review

RMR Wealth Builders sold out of O'Reilly Automotive (ORLY) in Q3 2022, closing a stake of 8,895 shares — an estimated $375K sold.

RMR Wealth Builders first reported a position in ORLY in Q4 2019 and held it in 9 quarters. The position peaked at $403K in Q1 2022. 1,092 funds tracked by Wall St. Rank hold ORLY as of Q3 2022.

  • RMR Wealth Builders reported no remaining O'Reilly Automotive position as of Q3 2022 after selling out during the quarter.
  • RMR Wealth Builders sold 8,895 O'Reilly Automotive shares in Q3 2022, an estimated $375K.
  • RMR Wealth Builders first reported a position in O'Reilly Automotive in Q4 2019 and held it in 9 quarters.
  • RMR Wealth Builders's O'Reilly Automotive position peaked at $403K in Q1 2022.
  • 1,092 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2022.

Based on RMR Wealth Builders's 13F filing for Q3 2022, filed 8 Nov 2022.