Asset Planning Corporation’s Oracle ORCL Stock Holding History

Asset Planning Corporation’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	-502	Closed	-$32K	–	55
2020 Q4	$32K	Buy	+502	New	+$29.9K	0.03%	55

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

Asset Planning Corporation's ORCL Position: Q1 2021 in Review

Asset Planning Corporation sold out of Oracle (ORCL) in Q1 2021, closing a stake of 502 shares — an estimated $32K sold.

Asset Planning Corporation 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.

Asset Planning Corporation reported no remaining Oracle position as of Q1 2021 after selling out during the quarter.
Asset Planning Corporation sold 502 Oracle shares in Q1 2021, an estimated $32K.
Asset Planning Corporation first reported a position in Oracle in Q4 2020 and held it in 1 quarter.
Asset Planning Corporation'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 Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.