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Kings Point Capital Management’s Microsoft MSFT Stock Holding History

Kings Point Capital 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
2022
Q1 		– Sell
-3,000
Closed -$482K – 633
2021
Q4 		$482K Hold
3,000
– – 0.04% 147
2021
Q3 		$333K Hold
3,000
– – 0.03% 161
2021
Q2 		$291K Hold
3,000
– – 0.03% 174
2021
Q1 		$201K Buy
+3,000
New +$696K 0.02% 206
2020
Q2 		– Sell
-30
Closed -$74K – 457
2020
Q1 		$74K Buy
+30
New +$4.93K 0.01% 239

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 $4.49B AUM 19.44% 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

Kings Point Capital Management's MSFT Position: Q1 2022 in Review

Kings Point Capital Management reduced its Microsoft (MSFT) stake by 0.29% in Q1 2022, selling an estimated $126K and leaving 143,180 shares worth $44.1M. The position accounts for 3.84% of the portfolio, ranked #2.

Kings Point Capital Management first reported a position in MSFT in Q2 2013 and has held it in 36 quarters since. The position peaked at $48.3M in Q4 2021. 4,539 funds tracked by Wall St. Rank hold MSFT as of Q1 2022.

  • Kings Point Capital Management held 143,180 shares of Microsoft worth $44.1M as of Q1 2022.
  • Kings Point Capital Management sold 420 Microsoft shares in Q1 2022, an estimated $126K.
  • Microsoft made up 3.84% of Kings Point Capital Management's portfolio in Q1 2022, its #2 holding.
  • Kings Point Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 36 quarters since.
  • Kings Point Capital Management's Microsoft position peaked at $48.3M in Q4 2021.
  • 4,539 funds tracked by Wall St. Rank held Microsoft as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.