Hoover Financial Advisors’s Microsoft MSFT Stock Holding History

Hoover Financial 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
2021 Q2	$2.32M	Buy	8,556 +202	+2%	+$51.3K	0.41%	35
2021 Q1	$2.06M	Buy	8,354 +51	+0.6%	+$11.8K	0.39%	36
2020 Q4	$1.77M	Buy	8,303 +760	+10%	+$163K	0.44%	27
2020 Q3	$1.59M	Buy	7,543 +1,492	+25%	+$313K	0.52%	27
2020 Q2	$1.23M	Buy	6,051 +539	+10%	+$97.8K	0.47%	28
2020 Q1	$869K	Buy	5,512 +489	+10%	+$80.4K	0.48%	25
2019 Q4	$792K	Buy	5,023 +213	+4%	+$31.3K	0.39%	33
2019 Q3	$669K	Buy	4,810 +58	+1%	+$7.98K	0.6%	21
2019 Q2	$637K	Sell	4,752 -32	-0.7%	-$4.06K	0.59%	23
2019 Q1	$564K	Buy	4,784 +175	+4%	+$19.1K	0.54%	24
2018 Q4	$468K	Buy	+4,609	New	+$494K	0.52%	28

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Hoover Financial Advisors's MSFT Position: Q2 2021 in Review

Hoover Financial Advisors increased its Microsoft (MSFT) stake by 2.4% in Q2 2021, buying an estimated $51.3K and bringing the position to 8,556 shares worth $2.32M. The position accounts for 0.41% of the portfolio, ranked #35.

Hoover Financial Advisors first reported a position in MSFT in Q4 2018 and has held it in 11 quarters since. 3,973 funds tracked by Wall St. Rank hold MSFT as of Q2 2021.

Hoover Financial Advisors held 8,556 shares of Microsoft worth $2.32M as of Q2 2021.
Hoover Financial Advisors bought 202 Microsoft shares in Q2 2021, an estimated $51.3K.
Microsoft made up 0.41% of Hoover Financial Advisors's portfolio in Q2 2021, its #35 holding.
Hoover Financial Advisors first reported a position in Microsoft in Q4 2018 and has held it in 11 quarters since.
3,973 funds tracked by Wall St. Rank held Microsoft as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.