Antonetti Capital Management’s Microsoft MSFT Stock Holding History

Antonetti 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
2023 Q3	$289K	Sell	915 -65	-7%	-$21.5K	0.45%	33
2023 Q2	$334K	Buy	980 +5	+0.5%	+$1.57K	0.48%	31
2023 Q1	$281K	Sell	975 -836	-46%	-$213K	0.41%	33
2022 Q4	$434K	Sell	1,811 -119	-6%	-$28.6K	0.59%	25
2022 Q3	$449K	Sell	1,930 -30	-2%	-$7.92K	0.52%	26
2022 Q2	$503K	Sell	1,960 -250	-11%	-$67.9K	0.53%	27
2022 Q1	$681K	Sell	2,210 -3,838	-63%	-$1.15M	0.64%	24
2021 Q4	$2.03M	Sell	6,048 -117	-2%	-$37.9K	1.59%	14
2021 Q3	$1.74M	Buy	+6,165	New	+$1.79M	1.42%	14
2014 Q3	$1K	Hold	25	–	–	﹤0.01%	105
2014 Q2	$1K	Sell	25 -200	-89%	-$8.09K	﹤0.01%	206
2014 Q1	$9K	Sell	225 -1,024	-82%	-$38.4K	0.01%	172
2013 Q4	$47K	Sell	1,249 -700	-36%	-$25.4K	0.04%	122
2013 Q3	$65K	Hold	1,949	–	–	0.07%	135
2013 Q2	$67K	Buy	+1,949	New	+$63.9K	0.07%	140

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Antonetti Capital Management's MSFT Position: Q3 2023 in Review

Antonetti Capital Management reduced its Microsoft (MSFT) stake by 6.6% in Q3 2023, selling an estimated $21.5K and leaving 915 shares worth $289K. The position accounts for 0.45% of the portfolio, ranked #33.

Antonetti Capital Management first reported a position in MSFT in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.03M in Q4 2021. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

Antonetti Capital Management held 915 shares of Microsoft worth $289K as of Q3 2023.
Antonetti Capital Management sold 65 Microsoft shares in Q3 2023, an estimated $21.5K.
Microsoft made up 0.45% of Antonetti Capital Management's portfolio in Q3 2023, its #33 holding.
Antonetti Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's Microsoft position peaked at $2.03M in Q4 2021.
4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.