Fiat Wealth Management’s Microsoft MSFT Stock Holding History

Fiat Wealth Management’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
2023 Q4	$620K	Buy	+1,650	New	+$587K	7.85%	5

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Fiat Wealth Management's MSFT Position: Q4 2023 in Review

Fiat Wealth Management opened a new position in Microsoft (MSFT) in Q4 2023: 1,650 shares worth $620K. The stake represents 7.85% of the portfolio and ranks #5 among its holdings.

5,205 funds tracked by Wall St. Rank hold MSFT as of Q4 2023.

Fiat Wealth Management held 1,650 shares of Microsoft worth $620K as of Q4 2023.
Microsoft was a new Fiat Wealth Management position in Q4 2023.
Microsoft made up 7.85% of Fiat Wealth Management's portfolio in Q4 2023, its #5 holding.
5,205 funds tracked by Wall St. Rank held Microsoft as of Q4 2023.

Based on Fiat Wealth Management's 13F filing for Q4 2023, filed 3 May 2024.