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Momentum Advisors’s Microsoft MSFT Stock Holding History

Momentum 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
2022
Q4 		$1.55M Sell
6,481
-109
-2% -$26.2K 1.57% 18
2022
Q3 		$1.53M Buy
6,590
+182
+3% +$48.1K 1.7% 16
2022
Q2 		$1.65M Buy
+6,408
New +$1.74M 1.85% 12

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Momentum Advisors's MSFT Position: Q4 2022 in Review

Momentum Advisors reduced its Microsoft (MSFT) stake by 1.7% in Q4 2022, selling an estimated $26.2K and leaving 6,481 shares worth $1.55M. The position accounts for 1.57% of the portfolio, ranked #18.

Momentum Advisors first reported a position in MSFT in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.65M in Q2 2022. 4,672 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

  • Momentum Advisors held 6,481 shares of Microsoft worth $1.55M as of Q4 2022.
  • Momentum Advisors sold 109 Microsoft shares in Q4 2022, an estimated $26.2K.
  • Microsoft made up 1.57% of Momentum Advisors's portfolio in Q4 2022, its #18 holding.
  • Momentum Advisors first reported a position in Microsoft in Q2 2022 and has held it in 3 quarters since.
  • Momentum Advisors's Microsoft position peaked at $1.65M in Q2 2022.
  • 4,672 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.