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Heritage Wealth Management (Arizona)’s Oracle ORCL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$139K Buy
1,700
+906
+114% +$68.9K 0.02% 374
2022
Q3 		$49K Buy
794
+90
+13% +$6.59K 0.02% 402
2022
Q2 		$49.2K Sell
704
-94
-12% -$6.88K 0.02% 419
2022
Q1 		$66K Buy
+798
New +$64.6K 0.02% 429
2021
Q3 		$16K Buy
180
+54
+43% +$4.77K 0.01% 590
2021
Q2 		$10K Sell
126
-65
-34% -$5.09K ﹤0.01% 663
2021
Q1 		$13K Buy
+191
New +$12.4K 0.01% 549

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ORCL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Oracle (ORCL) stake by 114% in Q4 2022, buying an estimated $68.9K and bringing the position to 1,700 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #374.

Heritage Wealth Management (Arizona) first reported a position in ORCL in Q1 2021 and has held it in 7 quarters since. 2,299 funds tracked by Wall St. Rank hold ORCL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,700 shares of Oracle worth $139K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 906 Oracle shares in Q4 2022, an estimated $68.9K.
  • Oracle made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #374 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Oracle in Q1 2021 and has held it in 7 quarters since.
  • 2,299 funds tracked by Wall St. Rank held Oracle as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.