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TFO Wealth Partners’s Oracle ORCL Stock Holding History

TFO Wealth Partners’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
-3
Closed -$377 – 556
2024
Q1 		$377 Sell
3
-3
-50% -$343 ﹤0.01% 334
2023
Q4 		$632 Buy
6
+2
+50% +$218 ﹤0.01% 276
2023
Q3 		$476 Buy
4
+1
+33% +$116 ﹤0.01% 468
2023
Q2 		$357 Hold
3
– – ﹤0.01% 361
2023
Q1 		$279 Buy
3
+2
+200% +$175 ﹤0.01% 396
2022
Q4 		$33 Buy
+1
New +$76 ﹤0.01% 883
2022
Q3 		– Sell
-28
Closed -$2K – 384
2022
Q2 		$2K Buy
+28
New +$2.05K ﹤0.01% 333
2021
Q4 		– Sell
-1
Closed – – 180
2021
Q3 		$0 Sell
1
-49
-98% -$4.33K ﹤0.01% 173
2021
Q2 		$4K Hold
50
– – ﹤0.01% 95
2021
Q1 		$4K Hold
50
– – ﹤0.01% 152
2020
Q4 		$3K Hold
50
– – ﹤0.01% 75
2020
Q3 		$3K Hold
50
– – ﹤0.01% 125
2020
Q2 		$3K Hold
50
– – ﹤0.01% 120
2020
Q1 		$2K Hold
50
– – ﹤0.01% 116
2019
Q4 		$2K Buy
+50
New +$2.75K ﹤0.01% 134

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

TFO Wealth Partners's ORCL Position: Q2 2024 in Review

TFO Wealth Partners sold out of Oracle (ORCL) in Q2 2024, closing a stake of 3 shares — an estimated $377 sold.

TFO Wealth Partners first reported a position in ORCL in Q4 2019 and held it in 15 quarters. The position peaked at $4K in Q2 2021. 2,915 funds tracked by Wall St. Rank hold ORCL as of Q2 2024.

  • TFO Wealth Partners reported no remaining Oracle position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Oracle shares in Q2 2024, an estimated $377.
  • TFO Wealth Partners first reported a position in Oracle in Q4 2019 and held it in 15 quarters.
  • TFO Wealth Partners's Oracle position peaked at $4K in Q2 2021.
  • 2,915 funds tracked by Wall St. Rank held Oracle as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.