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Lighthouse Financial Advisors’s Microsoft MSFT Stock Holding History

Lighthouse Financial 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
2021
Q1 		$1.15M Sell
4,888
-282
-5% -$65.4K 0.35% 67
2020
Q4 		$1.15M Sell
5,170
-59
-1% -$12.7K 0.39% 62
2020
Q3 		$1.1M Sell
5,229
-359
-6% -$75.4K 0.42% 57
2020
Q2 		$1.14M Buy
5,588
+916
+20% +$166K 0.48% 56
2020
Q1 		$736K Buy
4,672
+136
+3% +$22.4K 0.45% 54
2019
Q4 		$715K Buy
+4,536
New +$666K 0.34% 57

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lighthouse Financial Advisors's MSFT Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Microsoft (MSFT) stake by 5.5% in Q1 2021, selling an estimated $65.4K and leaving 4,888 shares worth $1.15M. The position accounts for 0.35% of the portfolio, ranked #67.

Lighthouse Financial Advisors first reported a position in MSFT in Q4 2019 and has held it in 6 quarters since. 3,993 funds tracked by Wall St. Rank hold MSFT as of Q1 2021.

  • Lighthouse Financial Advisors held 4,888 shares of Microsoft worth $1.15M as of Q1 2021.
  • Lighthouse Financial Advisors sold 282 Microsoft shares in Q1 2021, an estimated $65.4K.
  • Microsoft made up 0.35% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #67 holding.
  • Lighthouse Financial Advisors first reported a position in Microsoft in Q4 2019 and has held it in 6 quarters since.
  • 3,993 funds tracked by Wall St. Rank held Microsoft as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.