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Lake Point Wealth Management’s Oracle ORCL Stock Holding History

Lake Point 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
2022
Q2 		$5K Hold
75
– – ﹤0.01% 235
2022
Q1 		$6K Hold
75
– – ﹤0.01% 230
2021
Q4 		$7K Hold
75
– – ﹤0.01% 224
2021
Q3 		$7K Hold
75
– – ﹤0.01% 209
2021
Q2 		$6K Buy
+75
New +$5.87K ﹤0.01% 232

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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Point Wealth Management's ORCL Position: Q2 2022 in Review

Lake Point Wealth Management held its Oracle (ORCL) position steady in Q2 2022 at 75 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Lake Point Wealth Management first reported a position in ORCL in Q2 2021 and has held it in 5 quarters since. The position peaked at $7K in Q4 2021. 2,191 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

  • Lake Point Wealth Management held 75 shares of Oracle worth $5K as of Q2 2022.
  • Lake Point Wealth Management left its Oracle share count unchanged in Q2 2022.
  • Oracle made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #235 holding.
  • Lake Point Wealth Management first reported a position in Oracle in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Oracle position peaked at $7K in Q4 2021.
  • 2,191 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.