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Caliber Wealth Management (Utah)’s Oracle ORCL Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		$3.1M Buy
24,702
+284
+1% +$32.5K 1.65% 21
2023
Q4 		$2.57M Buy
24,418
+1,020
+4% +$111K 1.51% 28
2023
Q3 		$2.48M Buy
23,398
+1,129
+5% +$131K 1.67% 18
2023
Q2 		$2.65M Sell
22,269
-424
-2% -$43.8K 1.78% 12
2023
Q1 		$2.11M Buy
22,693
+521
+2% +$45.7K 1.58% 22
2022
Q4 		$1.81M Buy
+22,172
New +$1.69M 1.39% 25

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caliber Wealth Management (Utah)'s ORCL Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Oracle (ORCL) stake by 1.2% in Q1 2024, buying an estimated $32.5K and bringing the position to 24,702 shares worth $3.1M. The position accounts for 1.65% of the portfolio, ranked #21.

Caliber Wealth Management (Utah) first reported a position in ORCL in Q4 2022 and has held it in 6 quarters since. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Caliber Wealth Management (Utah) held 24,702 shares of Oracle worth $3.1M as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 284 Oracle shares in Q1 2024, an estimated $32.5K.
  • Oracle made up 1.65% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #21 holding.
  • Caliber Wealth Management (Utah) first reported a position in Oracle in Q4 2022 and has held it in 6 quarters since.
  • 2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.