Selective Wealth Management’s Oracle ORCL Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-200	Closed	-$12K	–	539
2022 Q3	$12K	Hold	200	–	–	0.01%	496
2022 Q2	$14K	Hold	200	–	–	0.01%	520
2022 Q1	$17K	Hold	200	–	–	0.01%	476
2021 Q4	$17K	Sell	200 -1,100	-85%	-$103K	0.01%	430
2021 Q3	$113K	Buy	1,300 +1,100	+550%	+$97.2K	0.06%	164
2021 Q2	$16K	Hold	200	–	–	0.01%	297
2021 Q1	$14K	Hold	200	–	–	0.01%	224
2020 Q4	$13K	Hold	200	–	–	0.01%	221
2020 Q3	$12K	Hold	200	–	–	0.01%	190
2020 Q2	$11K	Hold	200	–	–	0.01%	234
2020 Q1	$10K	Hold	200	–	–	0.02%	155
2019 Q4	$11K	Hold	200	–	–	0.01%	155
2019 Q3	$11K	Buy	+200	New	+$11K	0.02%	164

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

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

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

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

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

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

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

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

Selective Wealth Management's ORCL Position: Q4 2022 in Review

Selective Wealth Management sold out of Oracle (ORCL) in Q4 2022, closing a stake of 200 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in ORCL in Q3 2019 and held it in 13 quarters. The position peaked at $113K in Q3 2021. 2,299 funds tracked by Wall St. Rank hold ORCL as of Q4 2022.

Selective Wealth Management reported no remaining Oracle position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 200 Oracle shares in Q4 2022, an estimated $12K.
Selective Wealth Management first reported a position in Oracle in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Oracle position peaked at $113K in Q3 2021.
2,299 funds tracked by Wall St. Rank held Oracle as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.