Wagner Wealth Management (South Carolina)’s O'Reilly Automotive ORLY Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-510	Closed	-$24K	–	568
2022 Q3	$24K	Hold	510	–	–	0.02%	288
2022 Q2	$21K	Buy	+510	New	+$21.9K	0.02%	319
2022 Q1	–	Sell	-510	Closed	-$24K	–	521
2021 Q4	$24K	Hold	510	–	–	0.02%	373
2021 Q3	$21K	Hold	510	–	–	0.02%	363
2021 Q2	$19K	Hold	510	–	–	0.01%	394
2021 Q1	$17K	Buy	+510	New	+$15.8K	0.01%	387

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACM

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

Wagner Wealth Management (South Carolina)'s ORLY Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of O'Reilly Automotive (ORLY) in Q4 2022, closing a stake of 510 shares — an estimated $24K sold.

Wagner Wealth Management (South Carolina) first reported a position in ORLY in Q1 2021 and held it in 6 quarters. The position peaked at $24K in Q3 2022. 1,197 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining O'Reilly Automotive position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 510 O'Reilly Automotive shares in Q4 2022, an estimated $24K.
Wagner Wealth Management (South Carolina) first reported a position in O'Reilly Automotive in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s O'Reilly Automotive position peaked at $24K in Q3 2022.
1,197 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.