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Wealthcare Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-90
Closed -$3K – 492
2021
Q1 		$3K Buy
+90
New +$2.79K ﹤0.01% 501
2020
Q1 		– Sell
-90
Closed -$3K – 526
2019
Q4 		$3K Buy
+90
New +$2.58K ﹤0.01% 363

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Wealthcare Capital Management's ORLY Position: Q2 2021 in Review

Wealthcare Capital Management sold out of O'Reilly Automotive (ORLY) in Q2 2021, closing a stake of 90 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in ORLY in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 948 funds tracked by Wall St. Rank hold ORLY as of Q2 2021.

  • Wealthcare Capital Management reported no remaining O'Reilly Automotive position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 90 O'Reilly Automotive shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in O'Reilly Automotive in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's O'Reilly Automotive position peaked at $3K in Q1 2021.
  • 948 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.