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Wipfli Financial Advisors’s Oracle ORCL Stock Holding History

Wipfli Financial 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
2022
Q3 		$1.15M Buy
+18,831
New +$1.38M 0.08% 104
2022
Q2 		– Sell
-2,511
Closed -$208K – 96
2022
Q1 		$208K Buy
+2,511
New +$203K 0.02% 96

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's ORCL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Oracle (ORCL) in Q3 2022: 18,831 shares worth $1.15M. The stake represents 0.08% of the portfolio and ranks #104 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in ORCL as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in ORCL in Q1 2022 and has held it in 2 quarters since. 2,104 funds tracked by Wall St. Rank hold ORCL as of Q3 2022.

  • Wipfli Financial Advisors held 18,831 shares of Oracle worth $1.15M as of Q3 2022.
  • Oracle was a new Wipfli Financial Advisors position in Q3 2022.
  • Oracle made up 0.08% of Wipfli Financial Advisors's portfolio in Q3 2022, its #104 holding.
  • Wipfli Financial Advisors first reported a position in Oracle in Q1 2022 and has held it in 2 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Oracle as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.