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Foresight Wealth Management’s Oracle ORCL Stock Holding History

Foresight Wealth Management’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
2021
Q3 		– Sell
-2,675
Closed -$208K – 137
2021
Q2 		$208K Buy
+2,675
New +$209K 0.05% 116

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Foresight Wealth Management's ORCL Position: Q3 2021 in Review

Foresight Wealth Management sold out of Oracle (ORCL) in Q3 2021, closing a stake of 2,675 shares — an estimated $208K sold.

Foresight Wealth Management first reported a position in ORCL in Q2 2021 and held it in 1 quarter. The position peaked at $208K in Q2 2021. 2,106 funds tracked by Wall St. Rank hold ORCL as of Q3 2021.

  • Foresight Wealth Management reported no remaining Oracle position as of Q3 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 2,675 Oracle shares in Q3 2021, an estimated $208K.
  • Foresight Wealth Management first reported a position in Oracle in Q2 2021 and held it in 1 quarter.
  • Foresight Wealth Management's Oracle position peaked at $208K in Q2 2021.
  • 2,106 funds tracked by Wall St. Rank held Oracle as of Q3 2021.

Based on Foresight Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.