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Clear Point Advisors’s Oracle ORCL Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-559
Closed -$95.3K – 398
2024
Q3 		$95.3K Buy
559
+1
+0.2% +$145 0.07% 153
2024
Q2 		$78.8K Buy
558
+169
+43% +$21K 0.06% 157
2024
Q1 		$48.9K Buy
389
+1
+0.3% +$114 0.04% 205
2023
Q4 		$40.9K Buy
+388
New +$42.3K 0.04% 202

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Clear Point Advisors's ORCL Position: Q4 2024 in Review

Clear Point Advisors sold out of Oracle (ORCL) in Q4 2024, closing a stake of 559 shares — an estimated $95.3K sold.

Clear Point Advisors first reported a position in ORCL in Q4 2023 and held it in 4 quarters. The position peaked at $95.3K in Q3 2024. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Clear Point Advisors reported no remaining Oracle position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 559 Oracle shares in Q4 2024, an estimated $95.3K.
  • Clear Point Advisors first reported a position in Oracle in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Oracle position peaked at $95.3K in Q3 2024.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.