Acute Investment Advisory’s Microsoft MSFT Stock Holding History

Acute Investment Advisory’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
2024 Q1	–	Sell	-1,437	Closed	-$540K	–	11
2023 Q4	$540K	Buy	1,437 +295	+26%	+$105K	0.32%	10
2023 Q3	$361K	Buy	1,142 +129	+13%	+$42.6K	0.22%	10
2023 Q2	$345K	Hold	1,013	–	–	0.21%	13
2023 Q1	$292K	Sell	1,013 -14	-1%	-$3.57K	0.19%	12
2022 Q4	$246K	Sell	1,027 -2,973	-74%	-$713K	0.17%	19
2022 Q3	$932K	Hold	4,000	–	–	0.67%	21
2022 Q2	$1.03M	Buy	+4,000	New	+$1.09M	0.8%	21

Other funds holding MSFT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Acute Investment Advisory's MSFT Position: Q1 2024 in Review

Acute Investment Advisory sold out of Microsoft (MSFT) in Q1 2024, closing a stake of 1,437 shares — an estimated $540K sold.

Acute Investment Advisory first reported a position in MSFT in Q2 2022 and held it in 7 quarters. The position peaked at $1.03M in Q2 2022. 5,226 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

Acute Investment Advisory reported no remaining Microsoft position as of Q1 2024 after selling out during the quarter.
Acute Investment Advisory sold 1,437 Microsoft shares in Q1 2024, an estimated $540K.
Acute Investment Advisory first reported a position in Microsoft in Q2 2022 and held it in 7 quarters.
Acute Investment Advisory's Microsoft position peaked at $1.03M in Q2 2022.
5,226 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on Acute Investment Advisory's 13F filing for Q1 2024, filed 25 Apr 2024.