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Clearview Wealth Advisors’s Oracle ORCL Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-10
Closed -$1.19K – 461
2023
Q2 		$1.19K Buy
+10
New +$1.03K ﹤0.01% 584
2022
Q1 		– Sell
-246
Closed -$21K – 672
2021
Q4 		$21K Hold
246
– – 0.01% 328
2021
Q3 		$21K Hold
246
– – 0.01% 329
2021
Q2 		$19K Hold
246
– – 0.01% 349
2021
Q1 		$17K Hold
246
– – 0.01% 354
2020
Q4 		$16K Buy
+246
New +$14.6K 0.01% 323

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearview Wealth Advisors's ORCL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Oracle (ORCL) in Q3 2023, closing a stake of 10 shares — an estimated $1.19K sold.

Clearview Wealth Advisors first reported a position in ORCL in Q4 2020 and held it in 6 quarters. The position peaked at $21K in Q4 2021. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10 Oracle shares in Q3 2023, an estimated $1.19K.
  • Clearview Wealth Advisors first reported a position in Oracle in Q4 2020 and held it in 6 quarters.
  • Clearview Wealth Advisors's Oracle position peaked at $21K in Q4 2021.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.