First Trust Investment Solutions’s Microsoft MSFT Stock Holding History

First Trust Investment Solutions’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
2024 Q3	$27M	Buy	62,670 +24,349	+64%	+$10.4M	3.04%	6
2024 Q2	$17.1M	Buy	38,321 +16,708	+77%	+$7.06M	2.41%	5
2024 Q1	$9.09M	Buy	21,613 +11,784	+120%	+$4.77M	1.6%	17
2023 Q4	$3.7M	Buy	+9,829	New	+$3.5M	0.77%	39

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

First Trust Investment Solutions's MSFT Position: Q3 2024 in Review

First Trust Investment Solutions increased its Microsoft (MSFT) stake by 64% in Q3 2024, buying an estimated $10.4M and bringing the position to 62,670 shares worth $27M. The position accounts for 3.04% of the portfolio, ranked #6.

First Trust Investment Solutions first reported a position in MSFT in Q4 2023 and has held it in 4 quarters since. 5,284 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

First Trust Investment Solutions held 62,670 shares of Microsoft worth $27M as of Q3 2024.
First Trust Investment Solutions bought 24,349 Microsoft shares in Q3 2024, an estimated $10.4M.
Microsoft made up 3.04% of First Trust Investment Solutions's portfolio in Q3 2024, its #6 holding.
First Trust Investment Solutions first reported a position in Microsoft in Q4 2023 and has held it in 4 quarters since.
5,284 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.