Adams Wealth Management’s Oracle ORCL Stock Holding History

Adams 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
2020 Q4	–	Sell	-41	Closed	-$2K	–	256
2020 Q3	$2K	Buy	+41	New	+$2.33K	﹤0.01%	287

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Adams Wealth Management's ORCL Position: Q4 2020 in Review

Adams Wealth Management sold out of Oracle (ORCL) in Q4 2020, closing a stake of 41 shares — an estimated $2K sold.

Adams Wealth Management first reported a position in ORCL in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 1,998 funds tracked by Wall St. Rank hold ORCL as of Q4 2020.

Adams Wealth Management reported no remaining Oracle position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 41 Oracle shares in Q4 2020, an estimated $2K.
Adams Wealth Management first reported a position in Oracle in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Oracle position peaked at $2K in Q3 2020.
1,998 funds tracked by Wall St. Rank held Oracle as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.