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IndexIQ Advisors’s Microsoft MSFT Stock Holding History

IndexIQ 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
2022
Q1 		$42.1M Sell
136,710
-439
-0.3% -$132K 1.49% 8
2021
Q4 		$46.1M Sell
137,149
-3,885
-3% -$1.26M 1.54% 11
2021
Q3 		$39.8M Buy
141,034
+5,927
+4% +$1.72M 1.33% 9
2021
Q2 		$36.6M Buy
135,107
+8,222
+6% +$2.09M 1.24% 13
2021
Q1 		$29.9M Buy
126,885
+12,367
+11% +$2.87M 1.06% 22
2020
Q4 		$25.5M Buy
114,518
+46,707
+69% +$10M 0.94% 30
2020
Q3 		$14.3M Buy
67,811
+33,481
+98% +$7.03M 0.59% 43
2020
Q2 		$6.99M Buy
34,330
+19,396
+130% +$3.52M 0.31% 60
2020
Q1 		$2.36M Sell
14,934
-23,092
-61% -$3.8M 0.11% 90
2019
Q4 		$6M Buy
38,026
+10,266
+37% +$1.51M 0.21% 69
2019
Q3 		$3.86M Sell
27,760
-9,486
-25% -$1.3M 0.14% 96
2019
Q2 		$4.99M Sell
37,246
-786
-2% -$99.8K 0.15% 87
2019
Q1 		$4.49M Buy
+38,032
New +$4.15M 0.13% 111

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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IndexIQ Advisors's MSFT Position: Q1 2022 in Review

IndexIQ Advisors reduced its Microsoft (MSFT) stake by 0.32% in Q1 2022, selling an estimated $132K and leaving 136,710 shares worth $42.1M. The position accounts for 1.49% of the portfolio, ranked #8.

IndexIQ Advisors first reported a position in MSFT in Q1 2019 and has held it in 13 quarters since. The position peaked at $46.1M in Q4 2021. 4,539 funds tracked by Wall St. Rank hold MSFT as of Q1 2022.

  • IndexIQ Advisors held 136,710 shares of Microsoft worth $42.1M as of Q1 2022.
  • IndexIQ Advisors sold 439 Microsoft shares in Q1 2022, an estimated $132K.
  • Microsoft made up 1.49% of IndexIQ Advisors's portfolio in Q1 2022, its #8 holding.
  • IndexIQ Advisors first reported a position in Microsoft in Q1 2019 and has held it in 13 quarters since.
  • IndexIQ Advisors's Microsoft position peaked at $46.1M in Q4 2021.
  • 4,539 funds tracked by Wall St. Rank held Microsoft as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.