Align Wealth Management’s Microsoft MSFT Stock Holding History

Align Wealth 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
2022 Q4	$155K	Buy	+665	New	+$160K	0.13%	30

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Align Wealth Management's MSFT Position: Q4 2022 in Review

Align Wealth Management opened a new position in Microsoft (MSFT) in Q4 2022: 665 shares worth $155K. The stake represents 0.13% of the portfolio and ranks #30 among its holdings.

4,676 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

Align Wealth Management held 665 shares of Microsoft worth $155K as of Q4 2022.
Microsoft was a new Align Wealth Management position in Q4 2022.
Microsoft made up 0.13% of Align Wealth Management's portfolio in Q4 2022, its #30 holding.
4,676 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.