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Chessman Wealth Strategies RIA’s Oracle ORCL Stock Holding History

Chessman Wealth Strategies RIA’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
2019
Q2 		– Sell
-4,000
Closed -$215K – 19
2019
Q1 		$215K Buy
+4,000
New +$204K 0.18% 20
2018
Q4 		– Sell
-400
Closed -$21K – 123
2018
Q3 		$21K Buy
+400
New +$19.4K 0.02% 99

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Chessman Wealth Strategies RIA's ORCL Position: Q2 2019 in Review

Chessman Wealth Strategies RIA sold out of Oracle (ORCL) in Q2 2019, closing a stake of 4,000 shares — an estimated $215K sold.

Chessman Wealth Strategies RIA first reported a position in ORCL in Q3 2018 and held it in 2 quarters. The position peaked at $215K in Q1 2019. 1,816 funds tracked by Wall St. Rank hold ORCL as of Q2 2019.

  • Chessman Wealth Strategies RIA reported no remaining Oracle position as of Q2 2019 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 4,000 Oracle shares in Q2 2019, an estimated $215K.
  • Chessman Wealth Strategies RIA first reported a position in Oracle in Q3 2018 and held it in 2 quarters.
  • Chessman Wealth Strategies RIA's Oracle position peaked at $215K in Q1 2019.
  • 1,816 funds tracked by Wall St. Rank held Oracle as of Q2 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q2 2019, filed 19 Jul 2019.