Financial Architects (New Jersey)’s Microsoft MSFT Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-1,500	Closed	-$201K	–	1111
2019 Q2	$201K	Buy	+1,500	New	+$190K	0.04%	252
2018 Q2	–	Sell	-400	Closed	-$37K	–	1432
2018 Q1	$37K	Buy	+400	New	+$36.6K	0.01%	698

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Architects (New Jersey)'s MSFT Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Microsoft (MSFT) stake by 65% in Q2 2023, buying an estimated $7.89M and bringing the position to 63,943 shares worth $21.8M. The position accounts for 3.29% of the portfolio, ranked #4.

Financial Architects (New Jersey) first reported a position in MSFT in Q2 2013 and has held it in 40 quarters since. 4,806 funds tracked by Wall St. Rank hold MSFT as of Q2 2023.

Financial Architects (New Jersey) held 63,943 shares of Microsoft worth $21.8M as of Q2 2023.
Financial Architects (New Jersey) bought 25,163 Microsoft shares in Q2 2023, an estimated $7.89M.
Microsoft made up 3.29% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #4 holding.
Financial Architects (New Jersey) first reported a position in Microsoft in Q2 2013 and has held it in 40 quarters since.
4,806 funds tracked by Wall St. Rank held Microsoft as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.