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Coppell Advisory Solutions Corp’s Oracle ORCL Stock Holding History

Coppell Advisory Solutions Corp’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 		$322K Buy
+2,564
New +$293K 0.06% 185
2023
Q1 		$209K Buy
2,313
+342
+17% +$30K 0.07% 186
2022
Q4 		$161K Buy
+1,971
New +$150K 0.05% 179

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

Coppell Advisory Solutions Corp's ORCL Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Oracle (ORCL) in Q1 2024: 2,564 shares worth $322K. The stake represents 0.06% of the portfolio and ranks #185 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in ORCL as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in ORCL in Q4 2022 and has held it in 3 quarters since. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Coppell Advisory Solutions Corp held 2,564 shares of Oracle worth $322K as of Q1 2024.
  • Oracle was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Oracle made up 0.06% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #185 holding.
  • Coppell Advisory Solutions Corp first reported a position in Oracle in Q4 2022 and has held it in 3 quarters since.
  • 2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.