KFG Wealth Management’s Oracle ORCL Stock Holding History

KFG 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
2023 Q3	–	Sell	-3,819	Closed	-$455K	–	132
2023 Q2	$455K	Buy	3,819 +1,380	+57%	+$143K	0.27%	63
2023 Q1	$233K	Buy	+2,439	New	+$214K	0.16%	81

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

KFG Wealth Management's ORCL Position: Q3 2023 in Review

KFG Wealth Management sold out of Oracle (ORCL) in Q3 2023, closing a stake of 3,819 shares — an estimated $455K sold.

KFG Wealth Management first reported a position in ORCL in Q1 2023 and held it in 2 quarters. The position peaked at $455K in Q2 2023. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

KFG Wealth Management reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
KFG Wealth Management sold 3,819 Oracle shares in Q3 2023, an estimated $455K.
KFG Wealth Management first reported a position in Oracle in Q1 2023 and held it in 2 quarters.
KFG Wealth Management's Oracle position peaked at $455K in Q2 2023.
2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on KFG Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.