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Lake Hills Wealth Management’s Microsoft MSFT Stock Holding History

Lake Hills 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
2022
Q2 		– Sell
-1,381
Closed -$426K – 32
2022
Q1 		$426K Sell
1,381
-983
-42% -$296K 0.31% 30
2021
Q4 		$795K Buy
+2,364
New +$766K 0.56% 29

Other funds holding MSFT

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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
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

Lake Hills Wealth Management's MSFT Position: Q2 2022 in Review

Lake Hills Wealth Management sold out of Microsoft (MSFT) in Q2 2022, closing a stake of 1,381 shares — an estimated $426K sold.

Lake Hills Wealth Management first reported a position in MSFT in Q4 2021 and held it in 2 quarters. The position peaked at $795K in Q4 2021. 4,508 funds tracked by Wall St. Rank hold MSFT as of Q2 2022.

  • Lake Hills Wealth Management reported no remaining Microsoft position as of Q2 2022 after selling out during the quarter.
  • Lake Hills Wealth Management sold 1,381 Microsoft shares in Q2 2022, an estimated $426K.
  • Lake Hills Wealth Management first reported a position in Microsoft in Q4 2021 and held it in 2 quarters.
  • Lake Hills Wealth Management's Microsoft position peaked at $795K in Q4 2021.
  • 4,508 funds tracked by Wall St. Rank held Microsoft as of Q2 2022.

Based on Lake Hills Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.