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Soundmark Wealth Management’s Oracle ORCL Stock Holding History

Soundmark 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
2024
Q2 		– Sell
-2,582
Closed -$324K – 40
2024
Q1 		$324K Hold
2,582
– – 0.14% 53
2023
Q4 		$272K Hold
2,582
– – 0.13% 54
2023
Q3 		$273K Buy
+2,582
New +$299K 0.15% 52
2021
Q4 		– Sell
-3,414
Closed -$297K – 69
2021
Q3 		$297K Sell
3,414
-84
-2% -$7.42K 0.11% 59
2021
Q2 		$273K Buy
3,498
+350
+11% +$27.4K 0.11% 52
2021
Q1 		$221K Hold
3,148
– – 0.12% 58
2020
Q4 		$204K Buy
+3,148
New +$187K 0.13% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Soundmark Wealth Management's ORCL Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Oracle (ORCL) in Q2 2024, closing a stake of 2,582 shares — an estimated $324K sold.

Soundmark Wealth Management first reported a position in ORCL in Q4 2020 and held it in 7 quarters. The position peaked at $324K in Q1 2024. 2,915 funds tracked by Wall St. Rank hold ORCL as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Oracle position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 2,582 Oracle shares in Q2 2024, an estimated $324K.
  • Soundmark Wealth Management first reported a position in Oracle in Q4 2020 and held it in 7 quarters.
  • Soundmark Wealth Management's Oracle position peaked at $324K in Q1 2024.
  • 2,915 funds tracked by Wall St. Rank held Oracle as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.