Altus Wealth Group’s Oracle ORCL Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-505	Closed	-$32K	–	595
2020 Q4	$32K	Buy	+505	New	+$30.1K	0.03%	285

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altus Wealth Group's ORCL Position: Q1 2021 in Review

Altus Wealth Group sold out of Oracle (ORCL) in Q1 2021, closing a stake of 505 shares — an estimated $32K sold.

Altus Wealth Group first reported a position in ORCL in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 2,042 funds tracked by Wall St. Rank hold ORCL as of Q1 2021.

Altus Wealth Group reported no remaining Oracle position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 505 Oracle shares in Q1 2021, an estimated $32K.
Altus Wealth Group first reported a position in Oracle in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Oracle position peaked at $32K in Q4 2020.
2,042 funds tracked by Wall St. Rank held Oracle as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.