RPCONE
ORCL icon

Retirement Planning Company of New England’s Oracle ORCL Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-11
Closed -$1K – 670
2021
Q4 		$1K Buy
+11
New +$1.03K ﹤0.01% 900

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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 $59.9B AUM 27.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Retirement Planning Company of New England's ORCL Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Oracle (ORCL) in Q1 2022, closing a stake of 11 shares — an estimated $1K sold.

Retirement Planning Company of New England first reported a position in ORCL in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 2,267 funds tracked by Wall St. Rank hold ORCL as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Oracle position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 11 Oracle shares in Q1 2022, an estimated $1K.
  • Retirement Planning Company of New England first reported a position in Oracle in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Oracle position peaked at $1K in Q4 2021.
  • 2,267 funds tracked by Wall St. Rank held Oracle as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.