WA
ORLY icon

WESPAC Advisors’s O'Reilly Automotive ORLY Stock Holding History

WESPAC Advisors’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
2024
Q1 		– Sell
-3,180
Closed -$201K – 178
2023
Q4 		$201K Sell
3,180
-1,530
-32% -$96.7K 0.14% 145
2023
Q3 		$285K Buy
4,710
+1,065
+29% +$66.8K 0.21% 110
2023
Q2 		$232K Hold
3,645
– – 0.19% 112
2023
Q1 		$206K Buy
+3,645
New +$200K 0.19% 102

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WESPAC Advisors's ORLY Position: Q1 2024 in Review

WESPAC Advisors sold out of O'Reilly Automotive (ORLY) in Q1 2024, closing a stake of 3,180 shares — an estimated $201K sold.

WESPAC Advisors first reported a position in ORLY in Q1 2023 and held it in 4 quarters. The position peaked at $285K in Q3 2023. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

  • WESPAC Advisors reported no remaining O'Reilly Automotive position as of Q1 2024 after selling out during the quarter.
  • WESPAC Advisors sold 3,180 O'Reilly Automotive shares in Q1 2024, an estimated $201K.
  • WESPAC Advisors first reported a position in O'Reilly Automotive in Q1 2023 and held it in 4 quarters.
  • WESPAC Advisors's O'Reilly Automotive position peaked at $285K in Q3 2023.
  • 1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on WESPAC Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.