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Platte River Wealth Advisors’s Oracle ORCL Stock Holding History

Platte River Wealth 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
Q3 		$490K Buy
2,875
+300
+12% +$43.5K 0.13% 64
2024
Q2 		$364K Sell
2,575
-500
-16% -$62.1K 0.1% 74
2024
Q1 		$386K Sell
3,075
-700
-19% -$80.1K 0.11% 73
2023
Q4 		$398K Buy
+3,775
New +$412K 0.13% 73

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

Platte River Wealth Advisors's ORCL Position: Q3 2024 in Review

Platte River Wealth Advisors increased its Oracle (ORCL) stake by 12% in Q3 2024, buying an estimated $43.5K and bringing the position to 2,875 shares worth $490K. The position accounts for 0.13% of the portfolio, ranked #64.

Platte River Wealth Advisors first reported a position in ORCL in Q4 2023 and has held it in 4 quarters since. 3,067 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Platte River Wealth Advisors held 2,875 shares of Oracle worth $490K as of Q3 2024.
  • Platte River Wealth Advisors bought 300 Oracle shares in Q3 2024, an estimated $43.5K.
  • Oracle made up 0.13% of Platte River Wealth Advisors's portfolio in Q3 2024, its #64 holding.
  • Platte River Wealth Advisors first reported a position in Oracle in Q4 2023 and has held it in 4 quarters since.
  • 3,067 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.