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TD Ameritrade Investment Management’s Oracle ORCL Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-286
Closed -$34K – 338
2023
Q2 		$34K Buy
286
+9
+3% +$931 ﹤0.01% 264
2023
Q1 		$26K Sell
277
-193
-41% -$16.9K ﹤0.01% 277
2022
Q4 		$38K Sell
470
-50
-10% -$3.8K ﹤0.01% 272
2022
Q3 		$32K Buy
520
+41
+9% +$3K ﹤0.01% 304
2022
Q2 		$33K Sell
479
-140
-23% -$10.2K ﹤0.01% 336
2022
Q1 		$51K Sell
619
-33
-5% -$2.67K ﹤0.01% 348
2021
Q4 		$57K Sell
652
-1,596
-71% -$150K ﹤0.01% 333
2021
Q3 		$134K Buy
2,248
+508
+29% +$44.9K ﹤0.01% 235
2021
Q2 		$135K Buy
1,740
+94
+6% +$7.36K ﹤0.01% 261
2021
Q1 		$106K Hold
1,646
– – ﹤0.01% 261
2020
Q4 		$106K Sell
1,646
-602
-27% -$35.8K ﹤0.01% 261
2020
Q3 		$134K Buy
2,248
+610
+37% +$34.7K ﹤0.01% 235
2020
Q2 		$91K Buy
1,638
+140
+9% +$7.42K ﹤0.01% 253
2020
Q1 		$72K Sell
1,498
-39
-3% -$2.01K ﹤0.01% 256
2019
Q4 		$81K Buy
1,537
+75
+5% +$4.13K ﹤0.01% 264
2019
Q3 		$80K Buy
1,462
+508
+53% +$28.1K ﹤0.01% 231
2019
Q2 		$54K Buy
954
+897
+1,574% +$48.5K ﹤0.01% 253
2019
Q1 		$3K Sell
57
-19
-25% -$968 ﹤0.01% 496
2018
Q4 		$3K Sell
76
-1
-1% -$48 ﹤0.01% 507
2018
Q3 		$4K Sell
77
-358
-82% -$17.4K ﹤0.01% 422
2018
Q2 		$19K Buy
+435
New +$20K ﹤0.01% 194

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
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

TD Ameritrade Investment Management's ORCL Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Oracle (ORCL) in Q3 2023, closing a stake of 286 shares — an estimated $34K sold.

TD Ameritrade Investment Management first reported a position in ORCL in Q2 2018 and held it in 21 quarters. The position peaked at $135K in Q2 2021. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 286 Oracle shares in Q3 2023, an estimated $34K.
  • TD Ameritrade Investment Management first reported a position in Oracle in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Oracle position peaked at $135K in Q2 2021.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.