Lake Point Wealth Management’s Microsoft MSFT Stock Holding History

Lake Point 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	$155K	Hold	602	–	–	0.09%	38
2022 Q1	$186K	Buy	602 +12	+2%	+$3.61K	0.09%	29
2021 Q4	$198K	Sell	590 -76	-11%	-$24.6K	0.09%	33
2021 Q3	$188K	Buy	666 +69	+12%	+$20.1K	0.09%	32
2021 Q2	$162K	Buy	+597	New	+$152K	0.08%	32
2020 Q1	$123K	Buy	777 +192	+33%	+$31.6K	0.11%	28
2019 Q4	$92K	Buy	+585	New	+$85.9K	0.03%	79
2019 Q2	$63K	Hold	467	–	–	0.02%	112
2019 Q1	$63K	Sell	467 -2,162	-82%	-$236K	0.02%	112
2018 Q4	$267K	Buy	+2,629	New	+$282K	0.1%	115

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Lake Point Wealth Management held its Microsoft (MSFT) position steady in Q2 2022 at 602 shares worth $155K. The position accounts for 0.09% of the portfolio, ranked #38.

Lake Point Wealth Management first reported a position in MSFT in Q4 2018 and has held it in 10 quarters since. The position peaked at $267K in Q4 2018. 4,507 funds tracked by Wall St. Rank hold MSFT as of Q2 2022.

Lake Point Wealth Management held 602 shares of Microsoft worth $155K as of Q2 2022.
Lake Point Wealth Management left its Microsoft share count unchanged in Q2 2022.
Microsoft made up 0.09% of Lake Point Wealth Management's portfolio in Q2 2022, its #38 holding.
Lake Point Wealth Management first reported a position in Microsoft in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Microsoft position peaked at $267K in Q4 2018.
4,507 funds tracked by Wall St. Rank held Microsoft as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.