Investmark Advisory Group’s Oracle ORCL Stock Holding History

Investmark Advisory Group’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 Q1	–	Sell	-200	Closed	-$17K	–	286
2021 Q4	$17K	Buy	+200	New	+$18.8K	0.02%	235

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Investmark Advisory Group's ORCL Position: Q1 2022 in Review

Investmark Advisory Group sold out of Oracle (ORCL) in Q1 2022, closing a stake of 200 shares — an estimated $17K sold.

Investmark Advisory Group first reported a position in ORCL in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 2,266 funds tracked by Wall St. Rank hold ORCL as of Q1 2022.

Investmark Advisory Group reported no remaining Oracle position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 200 Oracle shares in Q1 2022, an estimated $17K.
Investmark Advisory Group first reported a position in Oracle in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Oracle position peaked at $17K in Q4 2021.
2,266 funds tracked by Wall St. Rank held Oracle as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.