Blue Chip Wealth Management’s Microsoft MSFT Stock Holding History

Blue Chip 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
2020 Q3	$5.43M	Buy	25,803 +5	+0%	+$1.05K	4.28%	3
2020 Q2	$5.25M	Buy	25,798 +420	+2%	+$76.2K	4.97%	3
2020 Q1	$4M	Sell	25,378 -1,645	-6%	-$271K	4.99%	3
2019 Q4	$4.26M	Buy	27,023 +153	+0.6%	+$22.5K	3.94%	3
2019 Q3	$3.74M	Buy	26,870 +298	+1%	+$41K	3.9%	3
2019 Q2	$3.56M	Buy	26,572 +871	+3%	+$111K	3.76%	3
2019 Q1	$3.03M	Buy	25,701 +171	+0.7%	+$18.7K	3.44%	3
2018 Q4	$2.59M	Sell	25,530 -2,455	-9%	-$263K	3.4%	5
2018 Q3	$3.2M	Buy	27,985 +1,123	+4%	+$122K	3.22%	4
2018 Q2	$2.65M	Buy	26,862 +25	+0.1%	+$2.42K	2.88%	7
2018 Q1	$2.45M	Buy	+26,837	New	+$2.45M	2.51%	7

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Chip Wealth Management's MSFT Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Microsoft (MSFT) stake by 0.02% in Q3 2020, buying an estimated $1.05K and bringing the position to 25,803 shares worth $5.43M. The position accounts for 4.28% of the portfolio, ranked #3.

Blue Chip Wealth Management first reported a position in MSFT in Q1 2018 and has held it in 11 quarters since. 3,591 funds tracked by Wall St. Rank hold MSFT as of Q3 2020.

Blue Chip Wealth Management held 25,803 shares of Microsoft worth $5.43M as of Q3 2020.
Blue Chip Wealth Management bought 5 Microsoft shares in Q3 2020, an estimated $1.05K.
Microsoft made up 4.28% of Blue Chip Wealth Management's portfolio in Q3 2020, its #3 holding.
Blue Chip Wealth Management first reported a position in Microsoft in Q1 2018 and has held it in 11 quarters since.
3,591 funds tracked by Wall St. Rank held Microsoft as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.