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Legacy Wealth Partners (California)’s Microsoft MSFT Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$1.57M Buy
5,812
+339
+6% +$86.2K 0.88% 24
2021
Q1 		$1.29M Sell
5,473
-179
-3% -$41.5K 0.76% 31
2020
Q4 		$1.26M Buy
5,652
+440
+8% +$94.6K 0.79% 27
2020
Q3 		$1.1M Sell
5,212
-1,031
-17% -$217K 0.78% 25
2020
Q2 		$1.27M Buy
6,243
+112
+2% +$20.3K 0.96% 23
2020
Q1 		$967K Buy
6,131
+3,800
+163% +$625K 0.9% 25
2019
Q4 		$419K Buy
+2,331
New +$342K 0.31% 69

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legacy Wealth Partners (California)'s MSFT Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its Microsoft (MSFT) stake by 6.2% in Q2 2021, buying an estimated $86.2K and bringing the position to 5,812 shares worth $1.57M. The position accounts for 0.88% of the portfolio, ranked #24.

Legacy Wealth Partners (California) first reported a position in MSFT in Q4 2019 and has held it in 7 quarters since. 3,973 funds tracked by Wall St. Rank hold MSFT as of Q2 2021.

  • Legacy Wealth Partners (California) held 5,812 shares of Microsoft worth $1.57M as of Q2 2021.
  • Legacy Wealth Partners (California) bought 339 Microsoft shares in Q2 2021, an estimated $86.2K.
  • Microsoft made up 0.88% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #24 holding.
  • Legacy Wealth Partners (California) first reported a position in Microsoft in Q4 2019 and has held it in 7 quarters since.
  • 3,973 funds tracked by Wall St. Rank held Microsoft as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.