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Ropes Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Ropes Wealth 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
2020
Q3 		– Sell
-105
Closed -$3K – 655
2020
Q2 		$3K Buy
+105
New +$2.74K ﹤0.01% 515
2019
Q1 		– Sell
-180
Closed -$4K – 530
2018
Q4 		$4K Buy
+180
New +$4.1K ﹤0.01% 465
2016
Q3 		– Sell
-150
Closed -$3K – 488
2016
Q2 		$3K Buy
+150
New +$2.65K ﹤0.01% 445

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

Ropes Wealth Advisors's ORLY Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q3 2020, closing a stake of 105 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in ORLY in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q4 2018. 874 funds tracked by Wall St. Rank hold ORLY as of Q3 2020.

  • Ropes Wealth Advisors reported no remaining O'Reilly Automotive position as of Q3 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 105 O'Reilly Automotive shares in Q3 2020, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in O'Reilly Automotive in Q2 2016 and held it in 3 quarters.
  • Ropes Wealth Advisors's O'Reilly Automotive position peaked at $4K in Q4 2018.
  • 874 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.