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Freedman Financial Associates’s Microsoft MSFT Stock Holding History

Freedman Financial Associates’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
-5,085
Closed -$1.6M – 269
2022
Q1 		$1.6M Buy
5,085
+73
+1% +$22K 1.1% 13
2021
Q4 		$1.69M Hold
5,012
– – 1.15% 13
2021
Q3 		$1.41M Buy
5,012
+224
+5% +$65.2K 1.03% 13
2021
Q2 		$1.3M Sell
4,788
-365
-7% -$92.8K 0.98% 15
2021
Q1 		$1.21M Hold
5,153
– – 1% 16
2020
Q4 		$1.15M Buy
+5,153
New +$1.11M 1.03% 15

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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

Freedman Financial Associates's MSFT Position: Q2 2022 in Review

Freedman Financial Associates sold out of Microsoft (MSFT) in Q2 2022, closing a stake of 5,085 shares — an estimated $1.6M sold.

Freedman Financial Associates first reported a position in MSFT in Q4 2020 and held it in 6 quarters. The position peaked at $1.69M in Q4 2021. 4,507 funds tracked by Wall St. Rank hold MSFT as of Q2 2022.

  • Freedman Financial Associates reported no remaining Microsoft position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 5,085 Microsoft shares in Q2 2022, an estimated $1.6M.
  • Freedman Financial Associates first reported a position in Microsoft in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Microsoft position peaked at $1.69M in Q4 2021.
  • 4,507 funds tracked by Wall St. Rank held Microsoft as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.