My Personal CFO LLC’s Oracle ORCL Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-165	Closed	-$13.5K	–	586
2022 Q4	$13.5K	Buy	+165	New	+$12.5K	0.01%	231

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

My Personal CFO LLC's ORCL Position: Q1 2023 in Review

My Personal CFO LLC sold out of Oracle (ORCL) in Q1 2023, closing a stake of 165 shares — an estimated $13.5K sold.

My Personal CFO LLC first reported a position in ORCL in Q4 2022 and held it in 1 quarter. The position peaked at $13.5K in Q4 2022. 2,349 funds tracked by Wall St. Rank hold ORCL as of Q1 2023.

My Personal CFO LLC reported no remaining Oracle position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 165 Oracle shares in Q1 2023, an estimated $13.5K.
My Personal CFO LLC first reported a position in Oracle in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Oracle position peaked at $13.5K in Q4 2022.
2,349 funds tracked by Wall St. Rank held Oracle as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.