Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Oracle ORCL Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-745
Closed -$78.9K – 362
2023
Q3 		$78.9K Buy
+745
New +$86.2K 0.02% 148

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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ORCL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Oracle (ORCL) in Q4 2023, closing a stake of 745 shares — an estimated $78.9K sold.

Legacy Financial Group (Iowa) first reported a position in ORCL in Q3 2023 and held it in 1 quarter. The position peaked at $78.9K in Q3 2023. 2,695 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 745 Oracle shares in Q4 2023, an estimated $78.9K.
  • Legacy Financial Group (Iowa) first reported a position in Oracle in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Oracle position peaked at $78.9K in Q3 2023.
  • 2,695 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.