Private Wealth Advisors (Pennsylvania)’s Oracle ORCL Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$446K	Sell	6,896 -130	-2%	-$7.74K	0.25%	71
2020 Q3	$419K	Sell	7,026 -681	-9%	-$38.7K	0.27%	63
2020 Q2	$426K	Sell	7,707 -402	-5%	-$21.3K	0.29%	63
2020 Q1	$420K	Sell	8,109 -204	-2%	-$10.5K	0.32%	58
2019 Q4	$444K	Sell	8,313 -2,479	-23%	-$136K	0.24%	87
2019 Q3	$594K	Sell	10,792 -20,825	-66%	-$1.15M	0.3%	79
2019 Q2	$1.8M	Sell	31,617 -249	-0.8%	-$13.5K	0.64%	47
2019 Q1	$1.71M	Buy	31,866 +9	+0%	+$459	0.64%	45
2018 Q4	$1.44M	Sell	31,857 -126	-0.4%	-$6.04K	0.62%	45
2018 Q3	$1.65M	Sell	31,983 -100	-0.3%	-$4.86K	0.61%	47
2018 Q2	$1.41M	Buy	32,083 +1	+0%	+$46	0.56%	52
2018 Q1	$1.47M	Sell	32,082 -1,397	-4%	-$69.5K	0.59%	53
2017 Q4	$1.58M	Sell	33,479 -66	-0.2%	-$3.24K	0.61%	49
2017 Q3	$1.62M	Sell	33,545 -406	-1%	-$20.2K	0.67%	47
2017 Q2	$1.7M	Sell	33,951 -263	-0.8%	-$12K	0.73%	41
2017 Q1	$1.53M	Sell	34,214 -2,149	-6%	-$89.5K	0.68%	43
2016 Q4	$1.4M	Sell	36,363 -1,345	-4%	-$52.6K	0.65%	49
2016 Q3	$1.48M	Hold	37,708	–	–	0.7%	43
2016 Q2	$1.54M	Buy	37,708 +629	+2%	+$25.1K	0.76%	42
2016 Q1	$1.52M	Sell	37,079 -613	-2%	-$22.7K	0.81%	40
2015 Q4	$1.38M	Sell	37,692 -19,888	-35%	-$759K	0.77%	41
2015 Q3	$2.08M	Sell	57,580 -994	-2%	-$38.2K	1.04%	31
2015 Q2	$2.36M	Sell	58,574 -253	-0.4%	-$11K	1.07%	32
2015 Q1	$2.54M	Sell	58,827 -672	-1%	-$29.1K	1.19%	29
2014 Q4	$2.68M	Sell	59,499 -150	-0.3%	-$6.1K	1.29%	25
2014 Q3	$2.28M	Sell	59,649 -790	-1%	-$32K	1.2%	25
2014 Q2	$2.45M	Sell	60,439 -510	-0.8%	-$21K	1.26%	25
2014 Q1	$2.49M	Buy	60,949 +130	+0.2%	+$4.95K	1.36%	20
2013 Q4	$2.33M	Sell	60,819 -583	-0.9%	-$20K	1.27%	24
2013 Q3	$2.04M	Buy	61,402 +320	+0.5%	+$10.4K	1.2%	27
2013 Q2	$1.88M	Buy	+61,082	New	+$2.03M	1.17%	32

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s ORCL Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Oracle (ORCL) stake by 1.9% in Q4 2020, selling an estimated $7.74K and leaving 6,896 shares worth $446K. The position accounts for 0.25% of the portfolio, ranked #71.

Private Wealth Advisors (Pennsylvania) first reported a position in ORCL in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.68M in Q4 2014. 1,998 funds tracked by Wall St. Rank hold ORCL as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 6,896 shares of Oracle worth $446K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 130 Oracle shares in Q4 2020, an estimated $7.74K.
Oracle made up 0.25% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #71 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in Oracle in Q2 2013 and has held it in 31 quarters since.
Private Wealth Advisors (Pennsylvania)'s Oracle position peaked at $2.68M in Q4 2014.
1,998 funds tracked by Wall St. Rank held Oracle as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.