Wealthcare Capital Management’s Oracle ORCL Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-155	Closed	-$11K	–	490
2021 Q1	$11K	Buy	+155	New	+$10K	﹤0.01%	268
2020 Q2	–	Sell	-6	Closed	–	–	186
2020 Q1	$0	Sell	6 -157	-96%	-$8.1K	﹤0.01%	525
2019 Q4	$9K	Buy	163 +140	+609%	+$7.71K	﹤0.01%	199
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	181
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	174
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	181
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	178
2018 Q3	$1K	Hold	23	–	–	﹤0.01%	182
2018 Q2	$1K	Hold	23	–	–	﹤0.01%	184
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	189
2017 Q4	$1K	Hold	23	–	–	﹤0.01%	212
2017 Q3	$1K	Hold	23	–	–	﹤0.01%	173
2017 Q2	$1K	Hold	23	–	–	﹤0.01%	167
2017 Q1	$1K	Hold	23	–	–	﹤0.01%	174
2016 Q4	$1K	Sell	23 -335	-94%	-$13.1K	﹤0.01%	171
2016 Q3	$14K	Hold	358	–	–	﹤0.01%	114
2016 Q2	$15K	Hold	358	–	–	﹤0.01%	109
2016 Q1	$15K	Hold	358	–	–	﹤0.01%	117
2015 Q4	$13K	Hold	358	–	–	﹤0.01%	135
2015 Q3	$13K	Sell	358 -200	-36%	-$7.69K	﹤0.01%	147
2015 Q2	$22K	Sell	558 -320	-36%	-$13.9K	﹤0.01%	151
2015 Q1	$38K	Buy	878 +72	+9%	+$3.12K	﹤0.01%	302
2014 Q4	$36K	Buy	806 +23	+3%	+$936	﹤0.01%	94
2014 Q3	$30K	Hold	783	–	–	﹤0.01%	99
2014 Q2	$32K	Buy	783 +324	+71%	+$13.3K	﹤0.01%	92
2014 Q1	$19K	Buy	459 +448	+4,073%	+$17.1K	﹤0.01%	107
2013 Q4	$0	Hold	11	–	–	﹤0.01%	125
2013 Q3	$0	Sell	11 -66	-86%	-$2.14K	﹤0.01%	127
2013 Q2	$2K	Buy	+77	New	+$2.56K	﹤0.01%	113

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthcare Capital Management's ORCL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Oracle (ORCL) in Q2 2021, closing a stake of 155 shares — an estimated $11K sold.

Wealthcare Capital Management first reported a position in ORCL in Q2 2013 and held it in 29 quarters. The position peaked at $38K in Q1 2015. 2,096 funds tracked by Wall St. Rank hold ORCL as of Q2 2021.

Wealthcare Capital Management reported no remaining Oracle position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 155 Oracle shares in Q2 2021, an estimated $11K.
Wealthcare Capital Management first reported a position in Oracle in Q2 2013 and held it in 29 quarters.
Wealthcare Capital Management's Oracle position peaked at $38K in Q1 2015.
2,096 funds tracked by Wall St. Rank held Oracle as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.