Harvest Group Wealth Management’s Microsoft MSFT Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-1,714	Closed	-$381K	–	449
2020 Q4	$381K	Buy	1,714 +123	+8%	+$26.4K	0.23%	25
2020 Q3	$335K	Buy	1,591 +13	+0.8%	+$2.73K	0.23%	24
2020 Q2	$321K	Buy	1,578 +20	+1%	+$3.63K	0.27%	23
2020 Q1	$245K	Buy	1,558 +425	+38%	+$69.9K	0.25%	28
2019 Q4	$178K	Hold	1,133	–	–	0.16%	37
2019 Q3	$157K	Sell	1,133 -68	-6%	-$9.35K	0.19%	32
2019 Q2	$160K	Sell	1,201 -658	-35%	-$83.5K	0.21%	30
2019 Q1	$219K	Buy	+1,859	New	+$203K	0.2%	32

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's MSFT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Microsoft (MSFT) in Q1 2021, closing a stake of 1,714 shares — an estimated $381K sold.

Harvest Group Wealth Management first reported a position in MSFT in Q1 2019 and held it in 8 quarters. The position peaked at $381K in Q4 2020. 3,993 funds tracked by Wall St. Rank hold MSFT as of Q1 2021.

Harvest Group Wealth Management reported no remaining Microsoft position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 1,714 Microsoft shares in Q1 2021, an estimated $381K.
Harvest Group Wealth Management first reported a position in Microsoft in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Microsoft position peaked at $381K in Q4 2020.
3,993 funds tracked by Wall St. Rank held Microsoft as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.