Freedom Wealth Alliance’s Oracle ORCL Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-600	Closed	-$49K	–	330
2022 Q4	$49K	Buy	+600	New	+$45.6K	0.07%	121

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Freedom Wealth Alliance's ORCL Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Oracle (ORCL) in Q1 2023, closing a stake of 600 shares — an estimated $49K sold.

Freedom Wealth Alliance first reported a position in ORCL in Q4 2022 and held it in 1 quarter. The position peaked at $49K in Q4 2022. 2,349 funds tracked by Wall St. Rank hold ORCL as of Q1 2023.

Freedom Wealth Alliance reported no remaining Oracle position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 600 Oracle shares in Q1 2023, an estimated $49K.
Freedom Wealth Alliance first reported a position in Oracle in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Oracle position peaked at $49K in Q4 2022.
2,349 funds tracked by Wall St. Rank held Oracle as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.