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

TRUE Private 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
2022 Q1	–	Sell	-4,830	Closed	-$227K	–	265
2021 Q4	$227K	Buy	+4,830	New	+$209K	0.03%	240
2021 Q1	–	Sell	-3,660	Closed	-$110K	–	555
2020 Q4	$110K	Sell	3,660 -15	-0.4%	-$453	0.02%	261
2020 Q3	$112K	Hold	3,675	–	–	0.02%	233
2020 Q2	$103K	Buy	3,675 +990	+37%	+$25.9K	0.02%	231
2020 Q1	$53K	Sell	2,685 -1,635	-38%	-$41.8K	0.01%	280
2019 Q4	$126K	Buy	+4,320	New	+$124K	0.02%	264
2019 Q3	–	Sell	-1,875	Closed	-$46K	–	570
2019 Q2	$46K	Buy	+1,875	New	+$47.5K	0.01%	354

Other funds holding ORLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TRUE Private Wealth Advisors's ORLY Position: Q1 2022 in Review

TRUE Private Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q1 2022, closing a stake of 4,830 shares — an estimated $227K sold.

TRUE Private Wealth Advisors first reported a position in ORLY in Q2 2019 and held it in 7 quarters. The position peaked at $227K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold ORLY as of Q1 2022.

TRUE Private Wealth Advisors reported no remaining O'Reilly Automotive position as of Q1 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 4,830 O'Reilly Automotive shares in Q1 2022, an estimated $227K.
TRUE Private Wealth Advisors first reported a position in O'Reilly Automotive in Q2 2019 and held it in 7 quarters.
TRUE Private Wealth Advisors's O'Reilly Automotive position peaked at $227K in Q4 2021.
1,113 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.