Clear Perspective Advisors’s Microsoft MSFT Stock Holding History

Clear Perspective 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
2021 Q4	$9.37M	Buy	27,870 +3,630	+15%	+$1.18M	2.85%	8
2021 Q3	$6.83M	Sell	24,240 -1,582	-6%	-$460K	2.34%	9
2021 Q2	$7M	Buy	25,822 +2,899	+13%	+$737K	2.43%	9
2021 Q1	$5.41M	Buy	22,923 +64	+0.3%	+$14.8K	2.11%	10
2020 Q4	$5.08M	Buy	22,859 +448	+2%	+$96.3K	2.08%	10
2020 Q3	$1.05K	Sell	22,411 -1,030	-4%	-$216K	0.49%	39
2020 Q2	$4.77M	Sell	23,441 -15	-0.1%	-$2.72K	2.6%	8
2020 Q1	$3.7M	Sell	23,456 -1,585	-6%	-$261K	2.47%	8
2019 Q4	$3.95M	Sell	25,041 -590	-2%	-$86.7K	2.44%	6
2019 Q3	$3.56M	Buy	25,631 +30	+0.1%	+$4.13K	1.62%	14
2019 Q2	$3.43M	Sell	25,601 -988	-4%	-$125K	2.2%	8
2019 Q1	$3.21M	Buy	26,589 +5,605	+27%	+$612K	2.28%	8
2018 Q4	$2.13M	Buy	20,984 +3,402	+19%	+$364K	1.77%	13
2018 Q3	$2.01M	Buy	17,582 +147	+0.8%	+$15.9K	1.49%	13
2018 Q2	$1.72M	Buy	17,435 +1,435	+9%	+$139K	1.2%	17
2018 Q1	$1.46M	Buy	16,000 +1,366	+9%	+$125K	1.09%	20
2017 Q4	$1.25M	Buy	14,634 +233	+2%	+$19.1K	0.96%	22
2017 Q3	$1.07M	Sell	14,401 -1,609	-10%	-$118K	0.88%	27
2017 Q2	$1.1M	Buy	16,010 +1,703	+12%	+$117K	0.93%	31
2017 Q1	$942K	Buy	14,307 +3,931	+38%	+$252K	0.62%	36
2016 Q4	$645K	Buy	+10,376	New	+$624K	0.43%	56

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

Clear Perspective Advisors's MSFT Position: Q4 2021 in Review

Clear Perspective Advisors increased its Microsoft (MSFT) stake by 15% in Q4 2021, buying an estimated $1.18M and bringing the position to 27,870 shares worth $9.37M. The position accounts for 2.85% of the portfolio, ranked #8.

Clear Perspective Advisors first reported a position in MSFT in Q4 2016 and has held it in 21 quarters since. 4,543 funds tracked by Wall St. Rank hold MSFT as of Q4 2021.

Clear Perspective Advisors held 27,870 shares of Microsoft worth $9.37M as of Q4 2021.
Clear Perspective Advisors bought 3,630 Microsoft shares in Q4 2021, an estimated $1.18M.
Microsoft made up 2.85% of Clear Perspective Advisors's portfolio in Q4 2021, its #8 holding.
Clear Perspective Advisors first reported a position in Microsoft in Q4 2016 and has held it in 21 quarters since.
4,543 funds tracked by Wall St. Rank held Microsoft as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.