C2C Wealth Management’s Oracle ORCL Stock Holding History

C2C 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
2023 Q4	–	Sell	-4,990	Closed	-$530K	–	191
2023 Q3	$530K	Hold	4,990	–	–	0.08%	136
2023 Q2	$594K	Hold	4,990	–	–	0.08%	133
2023 Q1	$469K	Hold	4,990	–	–	0.08%	152
2022 Q4	$430K	Hold	4,990	–	–	0.07%	112
2022 Q3	$328K	Sell	4,990 -500	-9%	-$36.6K	0.06%	130
2022 Q2	$397K	Hold	5,490	–	–	0.07%	121
2022 Q1	$443K	Buy	5,490 +500	+10%	+$40.5K	0.08%	126
2021 Q4	$435K	Buy	+4,990	New	+$469K	0.06%	138

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

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

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

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

C2C Wealth Management's ORCL Position: Q4 2023 in Review

C2C Wealth Management sold out of Oracle (ORCL) in Q4 2023, closing a stake of 4,990 shares — an estimated $530K sold.

C2C Wealth Management first reported a position in ORCL in Q4 2021 and held it in 8 quarters. The position peaked at $594K in Q2 2023. 2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

C2C Wealth Management reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 4,990 Oracle shares in Q4 2023, an estimated $530K.
C2C Wealth Management first reported a position in Oracle in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Oracle position peaked at $594K in Q2 2023.
2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.