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Atlas Private Wealth Advisors’s Oracle ORCL Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-247
Closed -$22K – 531
2021
Q3 		$22K Buy
247
+30
+14% +$2.65K 0.01% 342
2021
Q2 		$17K Buy
217
+15
+7% +$1.17K 0.01% 391
2021
Q1 		$14K Hold
202
– – 0.01% 447
2020
Q4 		$13K Hold
202
– – 0.01% 398
2020
Q3 		$12K Hold
202
– – 0.01% 370
2020
Q2 		$11K Buy
+202
New +$10.7K 0.01% 397

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Private Wealth Advisors's ORCL Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Oracle (ORCL) in Q4 2021, closing a stake of 247 shares — an estimated $22K sold.

Atlas Private Wealth Advisors first reported a position in ORCL in Q2 2020 and held it in 6 quarters. The position peaked at $22K in Q3 2021. 2,299 funds tracked by Wall St. Rank hold ORCL as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Oracle position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 247 Oracle shares in Q4 2021, an estimated $22K.
  • Atlas Private Wealth Advisors first reported a position in Oracle in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Oracle position peaked at $22K in Q3 2021.
  • 2,299 funds tracked by Wall St. Rank held Oracle as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.