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Wealthstreet Investment Advisors’s Oracle ORCL Stock Holding History

Wealthstreet Investment 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
Q2 		– Sell
-11,744
Closed -$824K – 251
2021
Q1 		$824K Buy
11,744
+400
+4% +$25.9K 0.08% 190
2020
Q4 		$734K Hold
11,344
– – 0.07% 197
2020
Q3 		$677K Hold
11,344
– – 0.08% 185
2020
Q2 		$627K Sell
11,344
-100
-0.9% -$5.3K 0.08% 183
2020
Q1 		$553K Hold
11,444
– – 0.08% 173
2019
Q4 		$606K Hold
11,444
– – 0.07% 213
2019
Q3 		$627K Hold
11,444
– – 0.08% 196
2019
Q2 		$652K Hold
11,444
– – 0.08% 187
2019
Q1 		$615K Sell
11,444
-250
-2% -$12.7K 0.08% 193
2018
Q4 		$579K Sell
11,694
-2,000
-15% -$95.8K 0.08% 192
2018
Q3 		$706K Sell
13,694
-900
-6% -$43.7K 0.09% 200
2018
Q2 		$643K Hold
14,594
– – 0.09% 205
2018
Q1 		$668K Buy
14,594
+2,378
+19% +$118K 0.08% 199
2017
Q4 		$578K Buy
+12,216
New +$599K 0.07% 216

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's ORCL Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Oracle (ORCL) in Q2 2021, closing a stake of 11,744 shares — an estimated $824K sold.

Wealthstreet Investment Advisors first reported a position in ORCL in Q4 2017 and held it in 14 quarters. The position peaked at $824K in Q1 2021. 2,097 funds tracked by Wall St. Rank hold ORCL as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Oracle position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 11,744 Oracle shares in Q2 2021, an estimated $824K.
  • Wealthstreet Investment Advisors first reported a position in Oracle in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Oracle position peaked at $824K in Q1 2021.
  • 2,097 funds tracked by Wall St. Rank held Oracle as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.