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Level Financial Advisors’s Oracle ORCL Stock Holding History

Level Financial Advisors’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
2024
Q1 		– Sell
-104
Closed -$11K – 196
2023
Q4 		$11K Hold
104
– – 0.01% 188
2023
Q3 		$11K Hold
104
– – 0.01% 185
2023
Q2 		$12.4K Hold
104
– – 0.01% 176
2023
Q1 		$9.66K Hold
104
– – 0.01% 168
2022
Q4 		$9K Hold
104
– – 0.01% 170
2022
Q3 		$6K Hold
104
– – ﹤0.01% 186
2022
Q2 		$7K Hold
104
– – 0.01% 196
2022
Q1 		$9K Sell
104
-221
-68% -$17.9K 0.01% 157
2021
Q4 		$28K Buy
+325
New +$30.5K 0.02% 120

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Level Financial Advisors's ORCL Position: Q1 2024 in Review

Level Financial Advisors sold out of Oracle (ORCL) in Q1 2024, closing a stake of 104 shares — an estimated $11K sold.

Level Financial Advisors first reported a position in ORCL in Q4 2021 and held it in 9 quarters. The position peaked at $28K in Q4 2021. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Level Financial Advisors reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 104 Oracle shares in Q1 2024, an estimated $11K.
  • Level Financial Advisors first reported a position in Oracle in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Oracle position peaked at $28K in Q4 2021.
  • 2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.