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BDO Wealth Advisors’s Microsoft MSFT Stock Holding History

BDO Wealth Advisors’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
Q2 		$12.7M Buy
37,216
+948
+3% +$297K 1.45% 16
2023
Q1 		$10.5M Buy
36,268
+180
+0.5% +$45.9K 1.28% 18
2022
Q4 		$8.65M Sell
36,088
-455
-1% -$109K 1.08% 21
2022
Q3 		$8.51M Buy
36,543
+132
+0.4% +$34.9K 1.13% 19
2022
Q2 		$9.35M Sell
36,411
-282
-0.8% -$76.5K 1.15% 16
2022
Q1 		$11.3M Sell
36,693
-540
-1% -$162K 1.21% 17
2021
Q4 		$12.5M Buy
37,233
+25
+0.1% +$8.11K 1.33% 15
2021
Q3 		$10.5M Buy
37,208
+73
+0.2% +$21.2K 1.15% 17
2021
Q2 		$10.1M Sell
37,135
-1,936
-5% -$492K 1.11% 19
2021
Q1 		$9.21M Buy
39,071
+7,320
+23% +$1.7M 1.09% 19
2020
Q4 		$7.06M Buy
31,751
+192
+0.6% +$41.3K 0.99% 24
2020
Q3 		$6.64M Sell
31,559
-1,061
-3% -$223K 1.08% 21
2020
Q2 		$6.64M Sell
32,620
-6,976
-18% -$1.27M 1.17% 20
2020
Q1 		$6.25M Buy
39,596
+10,261
+35% +$1.69M 1.26% 18
2019
Q4 		$4.63M Sell
29,335
-682
-2% -$100K 1.19% 18
2019
Q3 		$4.17M Buy
30,017
+43
+0.1% +$5.91K 1.07% 20
2019
Q2 		$4.01M Sell
29,974
-1,508
-5% -$191K 1.09% 20
2019
Q1 		$3.71M Buy
31,482
+1,070
+4% +$117K 1.08% 21
2018
Q4 		$3.09M Sell
30,412
-14,692
-33% -$1.57M 1.06% 22
2018
Q3 		$5.16M Sell
45,104
-516
-1% -$55.9K 1.67% 14
2018
Q2 		$4.5M Buy
45,620
+17,294
+61% +$1.68M 1.53% 16
2018
Q1 		$2.58M Buy
28,326
+1,826
+7% +$167K 0.97% 19
2017
Q4 		$2.27M Sell
26,500
-1,697
-6% -$139K 1.02% 15
2017
Q3 		$2.1M Sell
28,197
-316
-1% -$23.1K 1.04% 15
2017
Q2 		$1.97M Buy
+28,513
New +$1.96M 0.86% 20

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BDO Wealth Advisors's MSFT Position: Q2 2023 in Review

BDO Wealth Advisors increased its Microsoft (MSFT) stake by 2.6% in Q2 2023, buying an estimated $297K and bringing the position to 37,216 shares worth $12.7M. The position accounts for 1.45% of the portfolio, ranked #16.

BDO Wealth Advisors first reported a position in MSFT in Q2 2017 and has held it in 25 quarters since. 4,806 funds tracked by Wall St. Rank hold MSFT as of Q2 2023.

  • BDO Wealth Advisors held 37,216 shares of Microsoft worth $12.7M as of Q2 2023.
  • BDO Wealth Advisors bought 948 Microsoft shares in Q2 2023, an estimated $297K.
  • Microsoft made up 1.45% of BDO Wealth Advisors's portfolio in Q2 2023, its #16 holding.
  • BDO Wealth Advisors first reported a position in Microsoft in Q2 2017 and has held it in 25 quarters since.
  • 4,806 funds tracked by Wall St. Rank held Microsoft as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.