Cetera Advisors’s Microsoft MSFT Stock Holding History

Cetera 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
2020 Q4	–	Sell	-1,300	Closed	-$13K	–	1058
2020 Q3	$13K	Buy	1,300 +300	+30%	+$63K	﹤0.01%	949
2020 Q2	$5K	Buy	+1,000	New	+$182K	﹤0.01%	907
2019 Q3	–	Sell	-900	Closed	-$2K	–	939
2019 Q2	$2K	Buy	+900	New	+$114K	﹤0.01%	930

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Cetera Advisors's MSFT Position: Q1 2024 in Review

Cetera Advisors increased its Microsoft (MSFT) stake by 84% in Q1 2024, buying an estimated $115M and bringing the position to 623,084 shares worth $262M. The position accounts for 2.07% of the portfolio, ranked #4.

Cetera Advisors first reported a position in MSFT in Q2 2013 and has held it in 44 quarters since. 5,225 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

Cetera Advisors held 623,084 shares of Microsoft worth $262M as of Q1 2024.
Cetera Advisors bought 283,930 Microsoft shares in Q1 2024, an estimated $115M.
Microsoft made up 2.07% of Cetera Advisors's portfolio in Q1 2024, its #4 holding.
Cetera Advisors first reported a position in Microsoft in Q2 2013 and has held it in 44 quarters since.
5,225 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.