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All Season Financial Advisors’s Oracle ORCL Stock Holding History

All Season Financial Advisors’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
Q3 		$465K Sell
2,731
-52
-2% -$7.53K 0.4% 64
2024
Q2 		$393K Buy
+2,783
New +$346K 0.36% 69
2022
Q1 		– Sell
-2,721
Closed -$237K – 165
2021
Q4 		$237K Sell
2,721
-29
-1% -$2.72K 0.16% 118
2021
Q3 		$240K Sell
2,750
-137
-5% -$12.1K 0.19% 108
2021
Q2 		$225K Buy
+2,887
New +$226K 0.16% 119

Other funds holding ORCL

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

All Season Financial Advisors's ORCL Position: Q3 2024 in Review

All Season Financial Advisors reduced its Oracle (ORCL) stake by 1.9% in Q3 2024, selling an estimated $7.53K and leaving 2,731 shares worth $465K. The position accounts for 0.4% of the portfolio, ranked #64.

All Season Financial Advisors first reported a position in ORCL in Q2 2021 and has held it in 5 quarters since. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • All Season Financial Advisors held 2,731 shares of Oracle worth $465K as of Q3 2024.
  • All Season Financial Advisors sold 52 Oracle shares in Q3 2024, an estimated $7.53K.
  • Oracle made up 0.4% of All Season Financial Advisors's portfolio in Q3 2024, its #64 holding.
  • All Season Financial Advisors first reported a position in Oracle in Q2 2021 and has held it in 5 quarters since.
  • 3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.