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WealthPLAN Partners’s O'Reilly Automotive ORLY Stock Holding History

WealthPLAN 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
Q3 		– Sell
-885
Closed -$56.4K – 876
2023
Q2 		$56.4K Sell
885
-1,500
-63% -$91.6K 0.01% 485
2023
Q1 		$135K Buy
+2,385
New +$131K 0.02% 368
2016
Q3 		$2.74K Sell
150
-150
-50% -$2.81K ﹤0.01% 815
2016
Q2 		$2.71K Buy
+300
New +$5.3K ﹤0.01% 2174
2015
Q4 		$4.36K Buy
+3,615
New +$62.7K ﹤0.01% 1361
2015
Q2 		$25K Buy
1,680
+1,305
+348% +$19.4K 0.01% 234
2015
Q1 		$6K Buy
+375
New +$5.04K ﹤0.01% 415

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

WealthPLAN Partners's ORLY Position: Q3 2023 in Review

WealthPLAN Partners sold out of O'Reilly Automotive (ORLY) in Q3 2023, closing a stake of 885 shares — an estimated $56.4K sold.

WealthPLAN Partners first reported a position in ORLY in Q1 2015 and held it in 7 quarters. The position peaked at $135K in Q1 2023. 1,240 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

  • WealthPLAN Partners reported no remaining O'Reilly Automotive position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 885 O'Reilly Automotive shares in Q3 2023, an estimated $56.4K.
  • WealthPLAN Partners first reported a position in O'Reilly Automotive in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's O'Reilly Automotive position peaked at $135K in Q1 2023.
  • 1,240 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.