V Wealth Advisors’s Oracle ORCL Stock Holding History

V Wealth 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
2023 Q3	$1.97M	Sell	18,567 -10,104	-35%	-$1.17M	1.58%	12
2023 Q2	$3.41M	Sell	28,671 -99	-0.3%	-$10.2K	0.57%	35
2023 Q1	$2.67M	Sell	28,770 -266	-0.9%	-$23.3K	0.5%	39
2022 Q4	$2.37M	Buy	29,036 +7,747	+36%	+$589K	0.49%	40
2022 Q3	$1.3M	Sell	21,289 -297	-1%	-$21.7K	0.26%	88
2022 Q2	$1.51M	Buy	21,586 +4	+0%	+$293	0.28%	83
2022 Q1	$1.79M	Buy	21,582 +978	+5%	+$79.2K	0.29%	76
2021 Q4	$1.8M	Sell	20,604 -1,372	-6%	-$129K	0.26%	82
2021 Q3	$1.92M	Buy	21,976 +284	+1%	+$25.1K	0.3%	72
2021 Q2	$1.69M	Buy	21,692 +74	+0.3%	+$5.79K	0.27%	88
2021 Q1	$1.52M	Buy	21,618 +614	+3%	+$39.8K	0.28%	90
2020 Q4	$1.36M	Buy	21,004 +1,809	+9%	+$108K	0.28%	88
2020 Q3	$1.15M	Sell	19,195 -20,016	-51%	-$1.14M	0.79%	33
2020 Q2	$2.17M	Buy	39,211 +10,090	+35%	+$535K	0.56%	29
2020 Q1	$1.41M	Buy	+29,121	New	+$1.5M	0.44%	50
2017 Q3	–	Sell	-947	Closed	-$48K	–	547
2017 Q2	$48K	Buy	+947	New	+$43.2K	0.02%	325

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V Wealth Advisors's ORCL Position: Q3 2023 in Review

V Wealth Advisors reduced its Oracle (ORCL) stake by 35% in Q3 2023, selling an estimated $1.17M and leaving 18,567 shares worth $1.97M. The position accounts for 1.58% of the portfolio, ranked #12.

V Wealth Advisors first reported a position in ORCL in Q2 2017 and has held it in 16 quarters since. The position peaked at $3.41M in Q2 2023. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

V Wealth Advisors held 18,567 shares of Oracle worth $1.97M as of Q3 2023.
V Wealth Advisors sold 10,104 Oracle shares in Q3 2023, an estimated $1.17M.
Oracle made up 1.58% of V Wealth Advisors's portfolio in Q3 2023, its #12 holding.
V Wealth Advisors first reported a position in Oracle in Q2 2017 and has held it in 16 quarters since.
V Wealth Advisors's Oracle position peaked at $3.41M in Q2 2023.
2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.