CFW
MSFT icon

CA Family Wealth’s Microsoft MSFT Stock Holding History

CA Family Wealth’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
Q1 		$903K Sell
5,725
-4,137
-42% -$680K 0.95% 7
2019
Q4 		$1.55M Buy
+9,862
New +$1.45M 1.05% 7

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CA Family Wealth's MSFT Position: Q1 2020 in Review

CA Family Wealth reduced its Microsoft (MSFT) stake by 42% in Q1 2020, selling an estimated $680K and leaving 5,725 shares worth $903K. The position accounts for 0.95% of the portfolio, ranked #7.

CA Family Wealth first reported a position in MSFT in Q4 2019 and has held it in 2 quarters since. The position peaked at $1.55M in Q4 2019. 3,527 funds tracked by Wall St. Rank hold MSFT as of Q1 2020.

  • CA Family Wealth held 5,725 shares of Microsoft worth $903K as of Q1 2020.
  • CA Family Wealth sold 4,137 Microsoft shares in Q1 2020, an estimated $680K.
  • Microsoft made up 0.95% of CA Family Wealth's portfolio in Q1 2020, its #7 holding.
  • CA Family Wealth first reported a position in Microsoft in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's Microsoft position peaked at $1.55M in Q4 2019.
  • 3,527 funds tracked by Wall St. Rank held Microsoft as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.