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Wealth Advisors’s Oracle ORCL Stock Holding History

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 		$261K Buy
2,464
+19
+0.8% +$2.2K 0.12% 56
2023
Q2 		$284K Buy
+2,445
New +$253K 0.12% 53

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

Wealth Advisors's ORCL Position: Q3 2023 in Review

Wealth Advisors increased its Oracle (ORCL) stake by 0.78% in Q3 2023, buying an estimated $2.2K and bringing the position to 2,464 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #56.

Wealth Advisors first reported a position in ORCL in Q2 2023 and has held it in 2 quarters since. The position peaked at $284K in Q2 2023. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Wealth Advisors held 2,464 shares of Oracle worth $261K as of Q3 2023.
  • Wealth Advisors bought 19 Oracle shares in Q3 2023, an estimated $2.2K.
  • Oracle made up 0.12% of Wealth Advisors's portfolio in Q3 2023, its #56 holding.
  • Wealth Advisors first reported a position in Oracle in Q2 2023 and has held it in 2 quarters since.
  • Wealth Advisors's Oracle position peaked at $284K in Q2 2023.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.