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BDO Wealth Advisors’s Oracle ORCL Stock Holding History

BDO 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
2023
Q2 		$1.57M Buy
13,168
+70
+0.5% +$7.24K 0.18% 106
2023
Q1 		$1.22M Sell
13,098
-1,042
-7% -$91.4K 0.15% 111
2022
Q4 		$1.16M Buy
14,140
+18
+0.1% +$1.37K 0.14% 121
2022
Q3 		$862K Buy
14,122
+16
+0.1% +$1.17K 0.11% 133
2022
Q2 		$986K Sell
14,106
-9
-0.1% -$659 0.12% 125
2022
Q1 		$1.17M Sell
14,115
-436
-3% -$35.3K 0.12% 121
2021
Q4 		$1.27M Sell
14,551
-85
-0.6% -$7.98K 0.13% 119
2021
Q3 		$1.27M Sell
14,636
-105
-0.7% -$9.27K 0.14% 116
2021
Q2 		$1.15M Sell
14,741
-278
-2% -$21.8K 0.13% 124
2021
Q1 		$1.05M Buy
15,019
+801
+6% +$51.9K 0.12% 125
2020
Q4 		$920K Sell
14,218
-1,461
-9% -$87K 0.13% 111
2020
Q3 		$936K Sell
15,679
-21
-0.1% -$1.19K 0.15% 99
2020
Q2 		$868K Sell
15,700
-814
-5% -$43.1K 0.15% 103
2020
Q1 		$798K Buy
16,514
+9,354
+131% +$483K 0.16% 99
2019
Q4 		$379K Sell
7,160
-678
-9% -$37.3K 0.1% 124
2019
Q3 		$431K Buy
7,838
+14
+0.2% +$773 0.11% 125
2019
Q2 		$446K Sell
7,824
-58
-0.7% -$3.14K 0.12% 118
2019
Q1 		$423K Buy
7,882
+711
+10% +$36.2K 0.12% 118
2018
Q4 		$324K Sell
7,171
-188
-3% -$9.01K 0.11% 118
2018
Q3 		$379K Buy
7,359
+15
+0.2% +$729 0.12% 108
2018
Q2 		$324K Buy
7,344
+2,635
+56% +$121K 0.11% 114
2018
Q1 		$215K Buy
4,709
+3,204
+213% +$159K 0.08% 123
2017
Q4 		$71K Hold
1,505
– – 0.03% 179
2017
Q3 		$73K Sell
1,505
-3,820
-72% -$190K 0.04% 159
2017
Q2 		$267K Buy
+5,325
New +$243K 0.12% 112

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BDO Wealth Advisors's ORCL Position: Q2 2023 in Review

BDO Wealth Advisors increased its Oracle (ORCL) stake by 0.53% in Q2 2023, buying an estimated $7.24K and bringing the position to 13,168 shares worth $1.57M. The position accounts for 0.18% of the portfolio, ranked #106.

BDO Wealth Advisors first reported a position in ORCL in Q2 2017 and has held it in 25 quarters since. 2,564 funds tracked by Wall St. Rank hold ORCL as of Q2 2023.

  • BDO Wealth Advisors held 13,168 shares of Oracle worth $1.57M as of Q2 2023.
  • BDO Wealth Advisors bought 70 Oracle shares in Q2 2023, an estimated $7.24K.
  • Oracle made up 0.18% of BDO Wealth Advisors's portfolio in Q2 2023, its #106 holding.
  • BDO Wealth Advisors first reported a position in Oracle in Q2 2017 and has held it in 25 quarters since.
  • 2,564 funds tracked by Wall St. Rank held Oracle as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.