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

Tradition 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
2024 Q1	–	Sell	-465	Closed	-$29K	–	936
2023 Q4	$29K	Buy	465 +45	+11%	+$2.84K	﹤0.01%	758
2023 Q3	$25K	Hold	420	–	–	﹤0.01%	793
2023 Q2	$27K	Buy	420 +15	+4%	+$916	﹤0.01%	801
2023 Q1	$23K	Buy	405 +225	+125%	+$12.3K	﹤0.01%	803
2022 Q4	$10K	Buy	180 +30	+20%	+$1.61K	﹤0.01%	913
2022 Q3	$7K	Hold	150	–	–	﹤0.01%	1008
2022 Q2	$6K	Hold	150	–	–	﹤0.01%	922
2022 Q1	$7K	Hold	150	–	–	﹤0.01%	972
2021 Q4	$7K	Hold	150	–	–	﹤0.01%	991
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	1009
2021 Q2	$6K	Buy	+150	New	+$5.38K	﹤0.01%	1048
2021 Q1	–	Sell	-150	Closed	-$5K	–	957
2020 Q4	$5K	Buy	+150	New	+$4.53K	﹤0.01%	847

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tradition Wealth Management's ORLY Position: Q1 2024 in Review

Tradition Wealth Management sold out of O'Reilly Automotive (ORLY) in Q1 2024, closing a stake of 465 shares — an estimated $29K sold.

Tradition Wealth Management first reported a position in ORLY in Q4 2020 and held it in 12 quarters. The position peaked at $29K in Q4 2023. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

Tradition Wealth Management reported no remaining O'Reilly Automotive position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 465 O'Reilly Automotive shares in Q1 2024, an estimated $29K.
Tradition Wealth Management first reported a position in O'Reilly Automotive in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's O'Reilly Automotive position peaked at $29K in Q4 2023.
1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.