FirstPurpose Wealth’s Oracle ORCL Stock Holding History

FirstPurpose Wealth’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	$464K	Buy	3,813 +12	+0.3%	+$1.37K	0.17%	107
2023 Q4	$401K	Sell	3,801 -6	-0.2%	-$655	0.15%	118
2023 Q3	$403K	Sell	3,807 -38	-1%	-$4.4K	0.17%	103
2023 Q2	$458K	Sell	3,845 -836	-18%	-$86.4K	0.2%	90
2023 Q1	$435K	Sell	4,681 -1,325	-22%	-$116K	0.21%	88
2022 Q4	$491K	Buy	6,006 +292	+5%	+$22.2K	0.27%	70
2022 Q3	$349K	Buy	5,714 +694	+14%	+$50.8K	0.23%	80
2022 Q2	$351K	Buy	5,020 +435	+9%	+$31.8K	0.24%	78
2022 Q1	$379K	Buy	4,585 +262	+6%	+$21.2K	0.3%	74
2021 Q4	$377K	Buy	+4,323	New	+$406K	0.24%	78

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FirstPurpose Wealth's ORCL Position: Q1 2024 in Review

FirstPurpose Wealth increased its Oracle (ORCL) stake by 0.32% in Q1 2024, buying an estimated $1.37K and bringing the position to 3,813 shares worth $464K. The position accounts for 0.17% of the portfolio, ranked #107.

FirstPurpose Wealth first reported a position in ORCL in Q4 2021 and has held it in 10 quarters since. The position peaked at $491K in Q4 2022. 2,812 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

FirstPurpose Wealth held 3,813 shares of Oracle worth $464K as of Q1 2024.
FirstPurpose Wealth bought 12 Oracle shares in Q1 2024, an estimated $1.37K.
Oracle made up 0.17% of FirstPurpose Wealth's portfolio in Q1 2024, its #107 holding.
FirstPurpose Wealth first reported a position in Oracle in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Oracle position peaked at $491K in Q4 2022.
2,812 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.