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Forest Avenue Capital Management’s Microsoft MSFT Stock Holding History

Forest Avenue Capital 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 		– Sell
-19,100
Closed -$6.03M – 28
2023
Q3 		$6.03M Buy
+19,100
New +$6.31M 2.72% 19

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Morgan Stanley
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
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Capital World Investors
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Forest Avenue Capital Management's MSFT Position: Q4 2023 in Review

Forest Avenue Capital Management sold out of Microsoft (MSFT) in Q4 2023, closing a stake of 19,100 shares — an estimated $6.03M sold.

Forest Avenue Capital Management first reported a position in MSFT in Q3 2023 and held it in 1 quarter. The position peaked at $6.03M in Q3 2023. 5,205 funds tracked by Wall St. Rank hold MSFT as of Q4 2023.

  • Forest Avenue Capital Management reported no remaining Microsoft position as of Q4 2023 after selling out during the quarter.
  • Forest Avenue Capital Management sold 19,100 Microsoft shares in Q4 2023, an estimated $6.03M.
  • Forest Avenue Capital Management first reported a position in Microsoft in Q3 2023 and held it in 1 quarter.
  • Forest Avenue Capital Management's Microsoft position peaked at $6.03M in Q3 2023.
  • 5,205 funds tracked by Wall St. Rank held Microsoft as of Q4 2023.

Based on Forest Avenue Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.