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TFO Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

TFO Wealth Partners’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
2023
Q1 		– Sell
-135
Closed -$149 – 896
2022
Q4 		$149 Buy
+135
New +$7.26K ﹤0.01% 684
2020
Q4 		– Sell
-105
Closed -$3K – 143
2020
Q3 		$3K Buy
+105
New +$3.19K ﹤0.01% 126

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TFO Wealth Partners's ORLY Position: Q1 2023 in Review

TFO Wealth Partners sold out of O'Reilly Automotive (ORLY) in Q1 2023, closing a stake of 135 shares — an estimated $149 sold.

TFO Wealth Partners first reported a position in ORLY in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 1,171 funds tracked by Wall St. Rank hold ORLY as of Q1 2023.

  • TFO Wealth Partners reported no remaining O'Reilly Automotive position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 135 O'Reilly Automotive shares in Q1 2023, an estimated $149.
  • TFO Wealth Partners first reported a position in O'Reilly Automotive in Q3 2020 and held it in 2 quarters.
  • TFO Wealth Partners's O'Reilly Automotive position peaked at $3K in Q3 2020.
  • 1,171 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.