NEIRG Wealth Management’s Oracle ORCL Stock Holding History

NEIRG 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	-3,071	Closed	-$366K	–	87
2023 Q2	$366K	Hold	3,071	–	–	0.07%	106
2023 Q1	$285K	Buy	3,071 +25	+0.8%	+$2.19K	0.05%	125
2022 Q4	$249K	Buy	+3,046	New	+$231K	0.05%	132
2022 Q3	–	Sell	-3,128	Closed	-$219K	–	147
2022 Q2	$219K	Buy	3,128 +118	+4%	+$8.64K	0.05%	129
2022 Q1	$249K	Buy	3,010 +3	+0.1%	+$243	0.05%	120
2021 Q4	$262K	Buy	+3,007	New	+$282K	0.05%	107

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

NEIRG Wealth Management sold out of Oracle (ORCL) in Q3 2023, closing a stake of 3,071 shares — an estimated $366K sold.

NEIRG Wealth Management first reported a position in ORCL in Q4 2021 and held it in 6 quarters. The position peaked at $366K in Q2 2023. 2,529 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

NEIRG Wealth Management reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 3,071 Oracle shares in Q3 2023, an estimated $366K.
NEIRG Wealth Management first reported a position in Oracle in Q4 2021 and held it in 6 quarters.
NEIRG Wealth Management's Oracle position peaked at $366K in Q2 2023.
2,529 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.