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Financial Planners of Cleveland’s Oracle ORCL Stock Holding History

Financial Planners of Cleveland’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 		– Sell
-3,095
Closed -$272K – 85
2021
Q4 		$272K Buy
+3,095
New +$291K 0.11% 70

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

Financial Planners of Cleveland's ORCL Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Oracle (ORCL) in Q1 2022, closing a stake of 3,095 shares — an estimated $272K sold.

Financial Planners of Cleveland first reported a position in ORCL in Q4 2021 and held it in 1 quarter. The position peaked at $272K in Q4 2021. 2,267 funds tracked by Wall St. Rank hold ORCL as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining Oracle position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 3,095 Oracle shares in Q1 2022, an estimated $272K.
  • Financial Planners of Cleveland first reported a position in Oracle in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's Oracle position peaked at $272K in Q4 2021.
  • 2,267 funds tracked by Wall St. Rank held Oracle as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.