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SYSTM Wealth Solutions’s O'Reilly Automotive ORLY Stock Holding History

SYSTM Wealth Solutions’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
Q3 		$2.3K Sell
30
-10,845
-100% -$797K 0.07% 55
2024
Q2 		$766K Hold
10,875
– – 0.17% 125
2024
Q1 		$818K Buy
10,875
+1,035
+11% +$72.4K 0.1% 226
2023
Q4 		$623K Sell
9,840
-8,295
-46% -$524K 0.09% 247
2023
Q3 		$1.1M Buy
18,135
+2,685
+17% +$168K 0.17% 165
2023
Q2 		$984K Buy
15,450
+990
+7% +$60.5K 0.13% 200
2023
Q1 		$818K Sell
14,460
-45,690
-76% -$2.5M 0.13% 200
2022
Q4 		$3.38M Buy
+60,150
New +$3.23M 0.42% 66

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's ORLY Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its O'Reilly Automotive (ORLY) stake by 100% in Q3 2024, selling an estimated $797K and leaving 30 shares worth $2.3K. The position accounts for 0.07% of the portfolio, ranked #55.

SYSTM Wealth Solutions first reported a position in ORLY in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.38M in Q4 2022. 1,389 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

  • SYSTM Wealth Solutions held 30 shares of O'Reilly Automotive worth $2.3K as of Q3 2024.
  • SYSTM Wealth Solutions sold 10,845 O'Reilly Automotive shares in Q3 2024, an estimated $797K.
  • O'Reilly Automotive made up 0.07% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #55 holding.
  • SYSTM Wealth Solutions first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 8 quarters since.
  • SYSTM Wealth Solutions's O'Reilly Automotive position peaked at $3.38M in Q4 2022.
  • 1,389 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.