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Milestone Investment Advisors’s Microsoft MSFT Stock Holding History

Milestone 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
2023
Q4 		– Sell
-12,216
Closed -$3.86M – 322
2023
Q3 		$3.86M Buy
+12,216
New +$4.04M 1.1% 25
2023
Q2 		– Sell
-12,171
Closed -$3.51M – 317
2023
Q1 		$3.51M Buy
+12,171
New +$3.1M 1.08% 23

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 $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Milestone Investment Advisors's MSFT Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Microsoft (MSFT) in Q4 2023, closing a stake of 12,216 shares — an estimated $3.86M sold.

Milestone Investment Advisors first reported a position in MSFT in Q1 2023 and held it in 2 quarters. The position peaked at $3.86M in Q3 2023. 5,213 funds tracked by Wall St. Rank hold MSFT as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Microsoft position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 12,216 Microsoft shares in Q4 2023, an estimated $3.86M.
  • Milestone Investment Advisors first reported a position in Microsoft in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Microsoft position peaked at $3.86M in Q3 2023.
  • 5,213 funds tracked by Wall St. Rank held Microsoft as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.