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Source Financial Advisors’s Oracle ORCL Stock Holding History

Source Financial 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
2024
Q3 		$210K Buy
+1,233
New +$179K 0.06% 115

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Source Financial Advisors's ORCL Position: Q3 2024 in Review

Source Financial Advisors opened a new position in Oracle (ORCL) in Q3 2024: 1,233 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings.

3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Source Financial Advisors held 1,233 shares of Oracle worth $210K as of Q3 2024.
  • Oracle was a new Source Financial Advisors position in Q3 2024.
  • Oracle made up 0.06% of Source Financial Advisors's portfolio in Q3 2024, its #115 holding.
  • 3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.