Able Wealth Management’s Oracle ORCL Stock Holding History

Able Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-82	Closed	-$8.63K	–	425
2023 Q4	$8.63K	Buy	+82	New	+$8.95K	0.01%	297

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Able Wealth Management's ORCL Position: Q1 2024 in Review

Able Wealth Management sold out of Oracle (ORCL) in Q1 2024, closing a stake of 82 shares — an estimated $8.63K sold.

Able Wealth Management first reported a position in ORCL in Q4 2023 and held it in 1 quarter. The position peaked at $8.63K in Q4 2023. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

Able Wealth Management reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 82 Oracle shares in Q1 2024, an estimated $8.63K.
Able Wealth Management first reported a position in Oracle in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Oracle position peaked at $8.63K in Q4 2023.
2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.