20/20 Capital Management’s Microsoft MSFT Stock Holding History

20/20 Capital Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$10.5M	Buy	38,813 +1,439	+4%	+$366K	2.72%	10
2021 Q1	$8.81M	Buy	37,374 +166	+0.4%	+$38.5K	2.55%	11
2020 Q4	$8.91M	Buy	37,208 +29,099	+359%	+$6.26M	2.61%	10
2020 Q3	$1.71M	Buy	8,109 +10	+0.1%	+$2.1K	0.64%	30
2020 Q2	$1.72M	Sell	8,099 -336	-4%	-$61K	0.66%	29
2020 Q1	$1.55M	Buy	8,435 +3,181	+61%	+$523K	0.7%	27
2019 Q4	$965K	Buy	+5,254	New	+$772K	0.39%	54

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

20/20 Capital Management's MSFT Position: Q2 2021 in Review

20/20 Capital Management increased its Microsoft (MSFT) stake by 3.9% in Q2 2021, buying an estimated $366K and bringing the position to 38,813 shares worth $10.5M. The position accounts for 2.72% of the portfolio, ranked #10.

20/20 Capital Management first reported a position in MSFT in Q4 2019 and has held it in 7 quarters since. 3,978 funds tracked by Wall St. Rank hold MSFT as of Q2 2021.

20/20 Capital Management held 38,813 shares of Microsoft worth $10.5M as of Q2 2021.
20/20 Capital Management bought 1,439 Microsoft shares in Q2 2021, an estimated $366K.
Microsoft made up 2.72% of 20/20 Capital Management's portfolio in Q2 2021, its #10 holding.
20/20 Capital Management first reported a position in Microsoft in Q4 2019 and has held it in 7 quarters since.
3,978 funds tracked by Wall St. Rank held Microsoft as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.