DWM Financial Group’s Microsoft MSFT Stock Holding History

DWM Financial Group’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 Q2	–	Sell	-4,944	Closed	-$780K	–	30
2020 Q1	$780K	Buy	+4,944	New	+$813K	1.71%	10

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

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

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

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

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

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

DWM Financial Group's MSFT Position: Q2 2020 in Review

DWM Financial Group sold out of Microsoft (MSFT) in Q2 2020, closing a stake of 4,944 shares — an estimated $780K sold.

DWM Financial Group first reported a position in MSFT in Q1 2020 and held it in 1 quarter. The position peaked at $780K in Q1 2020. 3,558 funds tracked by Wall St. Rank hold MSFT as of Q2 2020.

DWM Financial Group reported no remaining Microsoft position as of Q2 2020 after selling out during the quarter.
DWM Financial Group sold 4,944 Microsoft shares in Q2 2020, an estimated $780K.
DWM Financial Group first reported a position in Microsoft in Q1 2020 and held it in 1 quarter.
DWM Financial Group's Microsoft position peaked at $780K in Q1 2020.
3,558 funds tracked by Wall St. Rank held Microsoft as of Q2 2020.

Based on DWM Financial Group's 13F filing for Q2 2020, filed 19 Aug 2020.