RGT Wealth Advisors’s Oracle ORCL Stock Holding History

RGT 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
2022 Q2	–	Sell	-3,016	Closed	-$250K	–	130
2022 Q1	$250K	Hold	3,016	–	–	0.04%	70
2021 Q4	$263K	Sell	3,016 -540	-15%	-$50.7K	0.04%	78
2021 Q3	$310K	Buy	3,556 +140	+4%	+$12.4K	0.06%	38
2021 Q2	$266K	Sell	3,416 -900	-21%	-$70.5K	0.05%	45
2021 Q1	$303K	Buy	4,316 +100	+2%	+$6.47K	0.06%	38
2020 Q4	$273K	Hold	4,216	–	–	0.06%	53
2020 Q3	$252K	Sell	4,216 -1,000	-19%	-$56.8K	0.06%	34
2020 Q2	$288K	Buy	+5,216	New	+$276K	0.08%	27

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RGT Wealth Advisors's ORCL Position: Q2 2022 in Review

RGT Wealth Advisors sold out of Oracle (ORCL) in Q2 2022, closing a stake of 3,016 shares — an estimated $250K sold.

RGT Wealth Advisors first reported a position in ORCL in Q2 2020 and held it in 8 quarters. The position peaked at $310K in Q3 2021. 2,192 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

RGT Wealth Advisors reported no remaining Oracle position as of Q2 2022 after selling out during the quarter.
RGT Wealth Advisors sold 3,016 Oracle shares in Q2 2022, an estimated $250K.
RGT Wealth Advisors first reported a position in Oracle in Q2 2020 and held it in 8 quarters.
RGT Wealth Advisors's Oracle position peaked at $310K in Q3 2021.
2,192 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on RGT Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.