CDIA
ORCL icon

Capital Directions Investment Advisors’s Oracle ORCL Stock Holding History

Capital Directions Investment 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
2022
Q2 		– Sell
-70
Closed -$6K – 269
2022
Q1 		$6K Buy
+70
New +$5.67K ﹤0.01% 244

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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Directions Investment Advisors's ORCL Position: Q2 2022 in Review

Capital Directions Investment Advisors sold out of Oracle (ORCL) in Q2 2022, closing a stake of 70 shares — an estimated $6K sold.

Capital Directions Investment Advisors first reported a position in ORCL in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 2,191 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

  • Capital Directions Investment Advisors reported no remaining Oracle position as of Q2 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 70 Oracle shares in Q2 2022, an estimated $6K.
  • Capital Directions Investment Advisors first reported a position in Oracle in Q1 2022 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Oracle position peaked at $6K in Q1 2022.
  • 2,191 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.