Artemis Wealth Advisors’s Oracle ORCL Stock Holding History

Artemis Wealth 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
2017 Q2	–	Sell	-245	Closed	-$10.9K	–	35
2017 Q1	$10.9K	Hold	245	–	–	0.01%	27
2016 Q4	$9K	Buy	+245	New	+$9.58K	0.01%	21

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Artemis Wealth Advisors's ORCL Position: Q2 2017 in Review

Artemis Wealth Advisors sold out of Oracle (ORCL) in Q2 2017, closing a stake of 245 shares — an estimated $10.9K sold.

Artemis Wealth Advisors first reported a position in ORCL in Q4 2016 and held it in 2 quarters. The position peaked at $10.9K in Q1 2017. 1,630 funds tracked by Wall St. Rank hold ORCL as of Q2 2017.

Artemis Wealth Advisors reported no remaining Oracle position as of Q2 2017 after selling out during the quarter.
Artemis Wealth Advisors sold 245 Oracle shares in Q2 2017, an estimated $10.9K.
Artemis Wealth Advisors first reported a position in Oracle in Q4 2016 and held it in 2 quarters.
Artemis Wealth Advisors's Oracle position peaked at $10.9K in Q1 2017.
1,630 funds tracked by Wall St. Rank held Oracle as of Q2 2017.

Based on Artemis Wealth Advisors's 13F filing for Q2 2017, filed 9 Feb 2023.