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Kingsbury Capital Investment Advisors’s Microsoft MSFT Stock Holding History

Kingsbury Capital Investment 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
Q3 		$1.2M Buy
5,135
+304
+6% +$80.3K 1.82% 12
2022
Q2 		$1.24M Buy
4,831
+228
+5% +$61.9K 1.71% 10
2022
Q1 		$1.42M Buy
+4,603
New +$1.38M 1.56% 11

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kingsbury Capital Investment Advisors's MSFT Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors increased its Microsoft (MSFT) stake by 6.3% in Q3 2022, buying an estimated $80.3K and bringing the position to 5,135 shares worth $1.2M. The position accounts for 1.82% of the portfolio, ranked #12.

Kingsbury Capital Investment Advisors first reported a position in MSFT in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.42M in Q1 2022. 4,501 funds tracked by Wall St. Rank hold MSFT as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 5,135 shares of Microsoft worth $1.2M as of Q3 2022.
  • Kingsbury Capital Investment Advisors bought 304 Microsoft shares in Q3 2022, an estimated $80.3K.
  • Microsoft made up 1.82% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #12 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Microsoft in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's Microsoft position peaked at $1.42M in Q1 2022.
  • 4,501 funds tracked by Wall St. Rank held Microsoft as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.