BBJS Financial Advisors’s Oracle ORCL Stock Holding History

BBJS Financial 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
2024 Q3	$42.6K	Hold	250	–	–	0.02%	79
2024 Q2	$35.3K	Buy	+250	New	+$31K	0.01%	81

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BBJS Financial Advisors's ORCL Position: Q3 2024 in Review

BBJS Financial Advisors held its Oracle (ORCL) position steady in Q3 2024 at 250 shares worth $42.6K. The position accounts for 0.02% of the portfolio, ranked #79.

BBJS Financial Advisors first reported a position in ORCL in Q2 2024 and has held it in 2 quarters since. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

BBJS Financial Advisors held 250 shares of Oracle worth $42.6K as of Q3 2024.
BBJS Financial Advisors left its Oracle share count unchanged in Q3 2024.
Oracle made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #79 holding.
BBJS Financial Advisors first reported a position in Oracle in Q2 2024 and has held it in 2 quarters since.
3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.