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Atlas Private Wealth Management’s Oracle ORCL Stock Holding History

Atlas Private Wealth Management’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
Q2 		– Sell
-701
Closed -$49K – 296
2021
Q1 		$49K Hold
701
– – 0.03% 185
2020
Q4 		$45K Hold
701
– – 0.03% 199
2020
Q3 		$42K Sell
701
-350
-33% -$19.9K 0.03% 197
2020
Q2 		$58K Sell
1,051
-50
-5% -$2.65K 0.05% 184
2020
Q1 		$53K Buy
1,101
+1
+0.1% +$52 0.05% 177
2019
Q4 		$58K Buy
+1,100
New +$60.6K 0.04% 197

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

Atlas Private Wealth Management's ORCL Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Oracle (ORCL) in Q2 2021, closing a stake of 701 shares — an estimated $49K sold.

Atlas Private Wealth Management first reported a position in ORCL in Q4 2019 and held it in 6 quarters. The position peaked at $58K in Q2 2020. 2,096 funds tracked by Wall St. Rank hold ORCL as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Oracle position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 701 Oracle shares in Q2 2021, an estimated $49K.
  • Atlas Private Wealth Management first reported a position in Oracle in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Oracle position peaked at $58K in Q2 2020.
  • 2,096 funds tracked by Wall St. Rank held Oracle as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.