FWA
MSFT icon

Freedom Wealth Alliance’s Microsoft MSFT Stock Holding History

Freedom Wealth Alliance’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
Q3 		$781K Sell
2,475
-332
-12% -$110K 1.29% 13
2023
Q2 		$962K Sell
2,807
-6
-0.2% -$1.88K 1.34% 13
2023
Q1 		$811K Sell
2,813
-159
-5% -$40.6K 1.22% 14
2022
Q4 		$713K Buy
+2,972
New +$713K 1% 14

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Freedom Wealth Alliance's MSFT Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its Microsoft (MSFT) stake by 12% in Q3 2023, selling an estimated $110K and leaving 2,475 shares worth $781K. The position accounts for 1.29% of the portfolio, ranked #13.

Freedom Wealth Alliance first reported a position in MSFT in Q4 2022 and has held it in 4 quarters since. The position peaked at $962K in Q2 2023. 4,851 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

  • Freedom Wealth Alliance held 2,475 shares of Microsoft worth $781K as of Q3 2023.
  • Freedom Wealth Alliance sold 332 Microsoft shares in Q3 2023, an estimated $110K.
  • Microsoft made up 1.29% of Freedom Wealth Alliance's portfolio in Q3 2023, its #13 holding.
  • Freedom Wealth Alliance first reported a position in Microsoft in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Microsoft position peaked at $962K in Q2 2023.
  • 4,851 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.