Advanced Research Investment Solutions’s Microsoft MSFT Stock Holding History

Advanced Research Investment Solutions’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	-894	Closed	-$336K	–	18
2023 Q4	$336K	Buy	894 +199	+29%	+$70.8K	0.21%	23
2023 Q3	$219K	Sell	695 -1,494	-68%	-$494K	0.14%	25
2023 Q2	$745K	Buy	+2,189	New	+$686K	0.43%	18
2022 Q4	–	Sell	-1,680	Closed	-$391K	–	106
2022 Q3	$391K	Buy	1,680 +1,521	+957%	+$402K	0.24%	19
2022 Q2	$41K	Sell	159 -276	-63%	-$74.9K	0.02%	49
2022 Q1	$134K	Sell	435 -229	-34%	-$68.9K	0.06%	46
2021 Q4	$223K	Buy	664 +25	+4%	+$8.11K	0.08%	45
2021 Q3	$180K	Buy	639 +576	+914%	+$168K	0.09%	31
2021 Q2	$17K	Hold	63	–	–	0.02%	44
2021 Q1	$15K	Hold	63	–	–	0.02%	38
2020 Q4	$14K	Buy	+63	New	+$13.5K	0.02%	35

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

Advanced Research Investment Solutions's MSFT Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of Microsoft (MSFT) in Q1 2024, closing a stake of 894 shares — an estimated $336K sold.

Advanced Research Investment Solutions first reported a position in MSFT in Q4 2020 and held it in 11 quarters. The position peaked at $745K in Q2 2023. 5,225 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

Advanced Research Investment Solutions reported no remaining Microsoft position as of Q1 2024 after selling out during the quarter.
Advanced Research Investment Solutions sold 894 Microsoft shares in Q1 2024, an estimated $336K.
Advanced Research Investment Solutions first reported a position in Microsoft in Q4 2020 and held it in 11 quarters.
Advanced Research Investment Solutions's Microsoft position peaked at $745K in Q2 2023.
5,225 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.