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SYSTM Wealth Solutions’s Oracle ORCL Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-21,778
Closed -$3.08M – 468
2024
Q2 		$3.08M Sell
21,778
-14,396
-40% -$1.79M 0.69% 50
2024
Q1 		$4.54M Buy
36,174
+216
+0.6% +$24.7K 0.57% 42
2023
Q4 		$3.79M Sell
35,958
-5,889
-14% -$643K 0.53% 48
2023
Q3 		$4.43M Sell
41,847
-4,550
-10% -$527K 0.68% 33
2023
Q2 		$5.53M Sell
46,397
-6,670
-13% -$690K 0.75% 23
2023
Q1 		$4.93M Sell
53,067
-3,693
-7% -$324K 0.76% 27
2022
Q4 		$4.64M Buy
+56,760
New +$4.31M 0.58% 34

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

SYSTM Wealth Solutions's ORCL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Oracle (ORCL) in Q3 2024, closing a stake of 21,778 shares — an estimated $3.08M sold.

SYSTM Wealth Solutions first reported a position in ORCL in Q4 2022 and held it in 7 quarters. The position peaked at $5.53M in Q2 2023. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Oracle position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 21,778 Oracle shares in Q3 2024, an estimated $3.08M.
  • SYSTM Wealth Solutions first reported a position in Oracle in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Oracle position peaked at $5.53M in Q2 2023.
  • 3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.