SEC 13F Intelligence

V Wealth Advisors LLC / ORCL

V Wealth Advisors LLC’s Oracle Corp Position

Does V Wealth Advisors LLC own Oracle Corp (ORCL)? Yes18.6K shares worth $2M (+1.58% of its 13F portfolio) as of Q3 2023, down from 28.7K shares the prior filed quarter.

Position Value
$2M
Q3 2023
Shares
18.6K
% of Portfolio
+1.58%
Quarters Held
15
currently held

Position History ORCL

Reported value by quarter
Q1 ’20: $1MQ1 ’20Q2 ’20: $2MQ3 ’20: $1MQ3 ’20Q4 ’20: $1MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $1MQ3 ’22Q4 ’22: $2MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $2MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202318.6K$2M+1.58%
Q2 202328.7K$3M+0.57%
Q1 202328.8K$3M+0.50%
Q4 202229.0K$2M+0.49%
Q3 202221.3K$1M+0.26%
Q2 202221.6K$2M+0.28%
Q1 202221.6K$2M+0.29%
Q4 202120.6K$2M+0.26%
Q3 202122.0K$2M+0.30%
Q2 202121.7K$2M+0.27%
Q1 202121.6K$2M+0.28%
Q4 202021.0K$1M+0.28%
Q3 202019.2K$1M+0.79%
Q2 202039.2K$2M+0.56%
Q1 202029.1K$1M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See V Wealth Advisors LLC’s full portfolio or all institutional holders of ORCL.