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One Wealth Management Investment & Advisory Services’s Oracle ORCL Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-1,837
Closed -$259K – 112
2024
Q2 		$259K Buy
+1,837
New +$228K 0.1% 99

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's ORCL Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Oracle (ORCL) in Q3 2024, closing a stake of 1,837 shares — an estimated $259K sold.

One Wealth Management Investment & Advisory Services first reported a position in ORCL in Q2 2024 and held it in 1 quarter. The position peaked at $259K in Q2 2024. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Oracle position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,837 Oracle shares in Q3 2024, an estimated $259K.
  • One Wealth Management Investment & Advisory Services first reported a position in Oracle in Q2 2024 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Oracle position peaked at $259K in Q2 2024.
  • 3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.