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

SOA 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
2024
Q2 		– Sell
-15
Closed -$1.13K – 899
2024
Q1 		$1.13K Hold
15
– – ﹤0.01% 755
2023
Q4 		$950 Hold
15
– – ﹤0.01% 759
2023
Q3 		$909 Hold
15
– – ﹤0.01% 783
2023
Q2 		$955 Hold
15
– – ﹤0.01% 785
2023
Q1 		$849 Hold
15
– – ﹤0.01% 804
2022
Q4 		$844 Hold
15
– – ﹤0.01% 809
2022
Q3 		$0 Hold
15
– – ﹤0.01% 942
2022
Q2 		$0 Sell
15
-15
-50% -$645 ﹤0.01% 968
2022
Q1 		$1K Hold
30
– – ﹤0.01% 863
2021
Q4 		$1K Hold
30
– – ﹤0.01% 835
2021
Q3 		$1K Hold
30
– – ﹤0.01% 857
2021
Q2 		$1K Hold
30
– – ﹤0.01% 838
2021
Q1 		$1K Hold
30
– – ﹤0.01% 782
2020
Q4 		$0 Buy
+30
New +$906 ﹤0.01% 863

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SOA Wealth Advisors's ORLY Position: Q2 2024 in Review

SOA Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q2 2024, closing a stake of 15 shares — an estimated $1.13K sold.

SOA Wealth Advisors first reported a position in ORLY in Q4 2020 and held it in 14 quarters. The position peaked at $1.13K in Q1 2024. 1,393 funds tracked by Wall St. Rank hold ORLY as of Q2 2024.

  • SOA Wealth Advisors reported no remaining O'Reilly Automotive position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 15 O'Reilly Automotive shares in Q2 2024, an estimated $1.13K.
  • SOA Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2020 and held it in 14 quarters.
  • SOA Wealth Advisors's O'Reilly Automotive position peaked at $1.13K in Q1 2024.
  • 1,393 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.