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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
2021
Q4 		– Sell
-1,500
Closed -$131K – 538
2021
Q3 		$131K Buy
+1,500
New +$132K 0.02% 471

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

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.