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Financial Synergies Wealth Advisors’s Oracle ORCL Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-328
Closed -$41.1K – 335
2024
Q1 		$41.1K Buy
328
+162
+98% +$18.5K 0.01% 143
2023
Q4 		$13.6K Hold
166
– – ﹤0.01% 166
2023
Q3 		$17.6K Sell
166
-27
-14% -$3.13K ﹤0.01% 186
2023
Q2 		$23K Sell
193
-105
-35% -$10.9K ﹤0.01% 154
2023
Q1 		$27.7K Buy
298
+132
+80% +$11.6K ﹤0.01% 149
2022
Q4 		$13.6K Buy
166
+141
+564% +$10.7K ﹤0.01% 166
2022
Q3 		$1.53K Hold
25
– – ﹤0.01% 244
2022
Q2 		$1.75K Buy
+25
New +$1.83K ﹤0.01% 252

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Financial Synergies Wealth Advisors's ORCL Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Oracle (ORCL) in Q2 2024, closing a stake of 328 shares — an estimated $41.1K sold.

Financial Synergies Wealth Advisors first reported a position in ORCL in Q2 2022 and held it in 8 quarters. The position peaked at $41.1K in Q1 2024. 2,915 funds tracked by Wall St. Rank hold ORCL as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Oracle position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 328 Oracle shares in Q2 2024, an estimated $41.1K.
  • Financial Synergies Wealth Advisors first reported a position in Oracle in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Oracle position peaked at $41.1K in Q1 2024.
  • 2,915 funds tracked by Wall St. Rank held Oracle as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.