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Dixon Hughes Goodman Wealth Advisors’s Oracle ORCL Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$658K Buy
7,955
+6,191
+351% +$501K 0.19% 80
2021
Q4 		$154K Buy
+1,764
New +$166K 0.05% 165

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's ORCL Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Oracle (ORCL) stake by 351% in Q1 2022, buying an estimated $501K and bringing the position to 7,955 shares worth $658K. The position accounts for 0.19% of the portfolio, ranked #80.

Dixon Hughes Goodman Wealth Advisors first reported a position in ORCL in Q4 2021 and has held it in 2 quarters since. 2,266 funds tracked by Wall St. Rank hold ORCL as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 7,955 shares of Oracle worth $658K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 6,191 Oracle shares in Q1 2022, an estimated $501K.
  • Oracle made up 0.19% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #80 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Oracle in Q4 2021 and has held it in 2 quarters since.
  • 2,266 funds tracked by Wall St. Rank held Oracle as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.