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

WealthSource 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 Q4	$540K	Buy	8,520 +60	+0.7%	+$3.79K	0.04%	306
2023 Q3	$513K	Buy	8,460 +75	+0.9%	+$4.7K	0.04%	304
2023 Q2	$534K	Buy	+8,385	New	+$512K	0.04%	303
2021 Q2	–	Sell	-8,190	Closed	-$277K	–	486
2021 Q1	$277K	Buy	+8,190	New	+$254K	0.03%	348
2020 Q4	–	Sell	-7,845	Closed	-$241K	–	399
2020 Q3	$241K	Buy	7,845 +675	+9%	+$20.5K	0.03%	301
2020 Q2	$202K	Buy	+7,170	New	+$187K	0.03%	313
2017 Q3	–	Sell	-21,105	Closed	-$308K	–	302
2017 Q2	$308K	Buy	+21,105	New	+$345K	0.11%	199

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

WealthSource Partners's ORLY Position: Q4 2023 in Review

WealthSource Partners increased its O'Reilly Automotive (ORLY) stake by 0.71% in Q4 2023, buying an estimated $3.79K and bringing the position to 8,520 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #306.

WealthSource Partners first reported a position in ORLY in Q2 2017 and has held it in 7 quarters since. 1,331 funds tracked by Wall St. Rank hold ORLY as of Q4 2023.

WealthSource Partners held 8,520 shares of O'Reilly Automotive worth $540K as of Q4 2023.
WealthSource Partners bought 60 O'Reilly Automotive shares in Q4 2023, an estimated $3.79K.
O'Reilly Automotive made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #306 holding.
WealthSource Partners first reported a position in O'Reilly Automotive in Q2 2017 and has held it in 7 quarters since.
1,331 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.