WAM
ORLY icon

Wealthspire Advisors (Maryland)’s O'Reilly Automotive ORLY Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$470K Sell
15,285
-36,570
-71% -$1.11M 0.02% 288
2020
Q2 		$1.46M Buy
51,855
+960
+2% +$25.1K 0.1% 120
2020
Q1 		$1.02M Sell
50,895
-1,425
-3% -$36.4K 0.09% 131
2019
Q4 		$1.53M Sell
52,320
-150
-0.3% -$4.29K 0.1% 118
2019
Q3 		$1.39M Buy
52,470
+9,225
+21% +$238K 0.1% 112
2019
Q2 		$1.06M Buy
43,245
+810
+2% +$20.5K 0.08% 133
2019
Q1 		$1.1M Sell
42,435
-12,750
-23% -$308K 0.08% 126
2018
Q4 		$1.27M Buy
55,185
+255
+0.5% +$5.8K 0.11% 102
2018
Q3 		$1.27M Buy
54,930
+2,865
+6% +$60.9K 0.1% 111
2018
Q2 		$950K Buy
52,065
+2,400
+5% +$41.8K 0.09% 135
2018
Q1 		$819K Buy
49,665
+14,280
+40% +$242K 0.08% 161
2017
Q4 		$567K Sell
35,385
-7,425
-17% -$111K 0.06% 230
2017
Q3 		$615K Buy
42,810
+14,145
+49% +$187K 0.07% 204
2017
Q2 		$418K Buy
28,665
+9,495
+50% +$155K 0.05% 265
2017
Q1 		$345K Sell
19,170
-390
-2% -$7.04K 0.05% 257
2016
Q4 		$363K Sell
19,560
-2,160
-10% -$39.5K 0.05% 235
2016
Q3 		$406K Sell
21,720
-1,995
-8% -$37.4K 0.06% 207
2016
Q2 		$429K Sell
23,715
-705
-3% -$12.5K 0.07% 188
2016
Q1 		$446K Buy
24,420
+4,590
+23% +$78.4K 0.08% 173
2015
Q4 		$335K Buy
+19,830
New +$344K 0.06% 229

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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

Wealthspire Advisors (Maryland)'s ORLY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its O'Reilly Automotive (ORLY) stake by 71% in Q3 2020, selling an estimated $1.11M and leaving 15,285 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #288.

Wealthspire Advisors (Maryland) first reported a position in ORLY in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.53M in Q4 2019. 874 funds tracked by Wall St. Rank hold ORLY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 15,285 shares of O'Reilly Automotive worth $470K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 36,570 O'Reilly Automotive shares in Q3 2020, an estimated $1.11M.
  • O'Reilly Automotive made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #288 holding.
  • Wealthspire Advisors (Maryland) first reported a position in O'Reilly Automotive in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s O'Reilly Automotive position peaked at $1.53M in Q4 2019.
  • 874 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.