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Guidant Wealth Advisors’s Microsoft MSFT Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$199K Hold
1,431
– – 0.07% 106
2019
Q2 		$192K Buy
1,431
+2
+0.1% +$254 0.07% 109
2019
Q1 		$169K Buy
1,429
+1,329
+1,329% +$145K 0.07% 114
2018
Q4 		$10K Sell
100
-461
-82% -$49.4K ﹤0.01% 198
2018
Q3 		$64K Hold
561
– – 0.03% 72
2018
Q2 		$56K Hold
561
– – 0.02% 78
2018
Q1 		$49K Buy
561
+82
+17% +$7.5K 0.02% 80
2017
Q4 		$42K Sell
479
-201
-30% -$16.5K 0.02% 87
2017
Q3 		$51K Hold
680
– – 0.04% 72
2017
Q2 		$47K Buy
680
+580
+580% +$39.8K 0.02% 111
2017
Q1 		$6K Hold
100
– – ﹤0.01% 187
2016
Q4 		$6K Hold
100
– – ﹤0.01% 180
2016
Q3 		$6K Buy
+100
New +$5.64K ﹤0.01% 181

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guidant Wealth Advisors's MSFT Position: Q3 2019 in Review

Guidant Wealth Advisors held its Microsoft (MSFT) position steady in Q3 2019 at 1,431 shares worth $199K. The position accounts for 0.07% of the portfolio, ranked #106.

Guidant Wealth Advisors first reported a position in MSFT in Q3 2016 and has held it in 13 quarters since. 3,130 funds tracked by Wall St. Rank hold MSFT as of Q3 2019.

  • Guidant Wealth Advisors held 1,431 shares of Microsoft worth $199K as of Q3 2019.
  • Guidant Wealth Advisors left its Microsoft share count unchanged in Q3 2019.
  • Microsoft made up 0.07% of Guidant Wealth Advisors's portfolio in Q3 2019, its #106 holding.
  • Guidant Wealth Advisors first reported a position in Microsoft in Q3 2016 and has held it in 13 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Microsoft as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.