Castle Financial & Retirement Planning Associates’s Microsoft MSFT Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$80K	Buy	+262	New	+$84.9K	0.27%	33

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's MSFT Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Microsoft (MSFT) in Q4 2021: 262 shares worth $80K. The stake represents 0.27% of the portfolio and ranks #33 among its holdings.

4,542 funds tracked by Wall St. Rank hold MSFT as of Q4 2021.

Castle Financial & Retirement Planning Associates held 262 shares of Microsoft worth $80K as of Q4 2021.
Microsoft was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Microsoft made up 0.27% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #33 holding.
4,542 funds tracked by Wall St. Rank held Microsoft as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.