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Cardinal Point Wealth Management Partners’s Microsoft MSFT Stock Holding History

Cardinal Point Wealth Management Partners’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
Q1 		$835K Buy
2,898
+184
+7% +$46.9K 0.25% 36
2022
Q4 		$651K Buy
+2,714
New +$651K 0.22% 37

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

Cardinal Point Wealth Management Partners's MSFT Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Microsoft (MSFT) stake by 6.8% in Q1 2023, buying an estimated $46.9K and bringing the position to 2,898 shares worth $835K. The position accounts for 0.25% of the portfolio, ranked #36.

Cardinal Point Wealth Management Partners first reported a position in MSFT in Q4 2022 and has held it in 2 quarters since. 4,708 funds tracked by Wall St. Rank hold MSFT as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 2,898 shares of Microsoft worth $835K as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 184 Microsoft shares in Q1 2023, an estimated $46.9K.
  • Microsoft made up 0.25% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #36 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Microsoft in Q4 2022 and has held it in 2 quarters since.
  • 4,708 funds tracked by Wall St. Rank held Microsoft as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.