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

Selective Wealth Management’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
Q4 		– Sell
-2,595
Closed -$122K – 540
2022
Q3 		$122K Buy
2,595
+2,250
+652% +$105K 0.05% 180
2022
Q2 		$15K Hold
345
– – 0.01% 508
2022
Q1 		$16K Hold
345
– – 0.01% 481
2021
Q4 		$16K Hold
345
– – 0.01% 440
2021
Q3 		$14K Hold
345
– – 0.01% 399
2021
Q2 		$13K Buy
+345
New +$12.4K 0.01% 311

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Selective Wealth Management's ORLY Position: Q4 2022 in Review

Selective Wealth Management sold out of O'Reilly Automotive (ORLY) in Q4 2022, closing a stake of 2,595 shares — an estimated $122K sold.

Selective Wealth Management first reported a position in ORLY in Q2 2021 and held it in 6 quarters. The position peaked at $122K in Q3 2022. 1,198 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

  • Selective Wealth Management reported no remaining O'Reilly Automotive position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,595 O'Reilly Automotive shares in Q4 2022, an estimated $122K.
  • Selective Wealth Management first reported a position in O'Reilly Automotive in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's O'Reilly Automotive position peaked at $122K in Q3 2022.
  • 1,198 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.