FPOC
MSFT icon

Financial Planners of Cleveland’s Microsoft MSFT Stock Holding History

Financial Planners of Cleveland’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
2022
Q2 		– Sell
-2,000
Closed -$617K – 31
2022
Q1 		$617K Sell
2,000
-1,297
-39% -$390K 0.26% 31
2021
Q4 		$1M Buy
+3,297
New +$1.07M 0.41% 23

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Planners of Cleveland's MSFT Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Microsoft (MSFT) in Q2 2022, closing a stake of 2,000 shares — an estimated $617K sold.

Financial Planners of Cleveland first reported a position in MSFT in Q4 2021 and held it in 2 quarters. The position peaked at $1M in Q4 2021. 4,508 funds tracked by Wall St. Rank hold MSFT as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining Microsoft position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 2,000 Microsoft shares in Q2 2022, an estimated $617K.
  • Financial Planners of Cleveland first reported a position in Microsoft in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's Microsoft position peaked at $1M in Q4 2021.
  • 4,508 funds tracked by Wall St. Rank held Microsoft as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.