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Divergent Wealth Advisors’s Microsoft MSFT Stock Holding History

Divergent Wealth 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
2018
Q4 		– Sell
-430
Closed -$48K – 98
2018
Q3 		$48K Hold
430
– – 0.02% 69
2018
Q2 		$42K Sell
430
-62
-13% -$6.01K 0.02% 70
2018
Q1 		$45K Buy
+492
New +$45K 0.02% 66

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Divergent Wealth Advisors's MSFT Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Microsoft (MSFT) in Q4 2018, closing a stake of 430 shares — an estimated $48K sold.

Divergent Wealth Advisors first reported a position in MSFT in Q1 2018 and held it in 3 quarters. The position peaked at $48K in Q3 2018. 3,091 funds tracked by Wall St. Rank hold MSFT as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Microsoft position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 430 Microsoft shares in Q4 2018, an estimated $48K.
  • Divergent Wealth Advisors first reported a position in Microsoft in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Microsoft position peaked at $48K in Q3 2018.
  • 3,091 funds tracked by Wall St. Rank held Microsoft as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.