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FCG Advisors’s Oracle ORCL Stock Holding History

FCG 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
2020
Q3 		$200K Sell
3,352
-569
-15% -$32.3K 0.05% 176
2020
Q2 		$217K Buy
+3,921
New +$208K 0.06% 154

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCG Advisors's ORCL Position: Q3 2020 in Review

FCG Advisors reduced its Oracle (ORCL) stake by 15% in Q3 2020, selling an estimated $32.3K and leaving 3,352 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #176.

FCG Advisors first reported a position in ORCL in Q2 2020 and has held it in 2 quarters since. The position peaked at $217K in Q2 2020. 1,870 funds tracked by Wall St. Rank hold ORCL as of Q3 2020.

  • FCG Advisors held 3,352 shares of Oracle worth $200K as of Q3 2020.
  • FCG Advisors sold 569 Oracle shares in Q3 2020, an estimated $32.3K.
  • Oracle made up 0.05% of FCG Advisors's portfolio in Q3 2020, its #176 holding.
  • FCG Advisors first reported a position in Oracle in Q2 2020 and has held it in 2 quarters since.
  • FCG Advisors's Oracle position peaked at $217K in Q2 2020.
  • 1,870 funds tracked by Wall St. Rank held Oracle as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.