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Coppell Advisory Solutions Corp’s Microsoft MSFT Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$7.04M Buy
+16,735
New +$6.77M 1.33% 11
2023
Q1 		$4.62M Buy
16,273
+5,327
+49% +$1.36M 1.51% 10
2022
Q4 		$2.63M Buy
+10,946
New +$2.63M 0.89% 24

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Coppell Advisory Solutions Corp's MSFT Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Microsoft (MSFT) in Q1 2024: 16,735 shares worth $7.04M. The stake represents 1.33% of the portfolio and ranks #11 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in MSFT as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in MSFT in Q4 2022 and has held it in 3 quarters since. 5,225 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

  • Coppell Advisory Solutions Corp held 16,735 shares of Microsoft worth $7.04M as of Q1 2024.
  • Microsoft was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Microsoft made up 1.33% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #11 holding.
  • Coppell Advisory Solutions Corp first reported a position in Microsoft in Q4 2022 and has held it in 3 quarters since.
  • 5,225 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.