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Personal Wealth Partners’s Oracle ORCL Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-210
Closed -$16K – 299
2021
Q2 		$16K Buy
+210
New +$16.4K 0.01% 230
2020
Q1 		– Sell
-160
Closed -$8K – 439
2019
Q4 		$8K Hold
160
– – ﹤0.01% 247
2019
Q3 		$9K Buy
+160
New +$8.84K ﹤0.01% 244

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal Wealth Partners's ORCL Position: Q3 2021 in Review

Personal Wealth Partners sold out of Oracle (ORCL) in Q3 2021, closing a stake of 210 shares — an estimated $16K sold.

Personal Wealth Partners first reported a position in ORCL in Q3 2019 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 2,106 funds tracked by Wall St. Rank hold ORCL as of Q3 2021.

  • Personal Wealth Partners reported no remaining Oracle position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 210 Oracle shares in Q3 2021, an estimated $16K.
  • Personal Wealth Partners first reported a position in Oracle in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Oracle position peaked at $16K in Q2 2021.
  • 2,106 funds tracked by Wall St. Rank held Oracle as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.