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Summit Wealth Group’s O'Reilly Automotive ORLY Stock Holding History

Summit Wealth Group’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
2021
Q3 		– Sell
-390
Closed -$15K – 172
2021
Q2 		$15K Hold
390
– – 0.02% 90
2021
Q1 		$13K Buy
+390
New +$12.1K 0.02% 93

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Summit Wealth Group's ORLY Position: Q3 2021 in Review

Summit Wealth Group sold out of O'Reilly Automotive (ORLY) in Q3 2021, closing a stake of 390 shares — an estimated $15K sold.

Summit Wealth Group first reported a position in ORLY in Q1 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 972 funds tracked by Wall St. Rank hold ORLY as of Q3 2021.

  • Summit Wealth Group reported no remaining O'Reilly Automotive position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 390 O'Reilly Automotive shares in Q3 2021, an estimated $15K.
  • Summit Wealth Group first reported a position in O'Reilly Automotive in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's O'Reilly Automotive position peaked at $15K in Q2 2021.
  • 972 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.