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Moulton Wealth Management’s Microsoft MSFT Stock Holding History

Moulton 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
2020
Q1 		– Sell
-4,569
Closed -$725K – 20
2019
Q4 		$725K Buy
+4,569
New +$671K 0.6% 18

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Fidelity Investments
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moulton Wealth Management's MSFT Position: Q1 2020 in Review

Moulton Wealth Management sold out of Microsoft (MSFT) in Q1 2020, closing a stake of 4,569 shares — an estimated $725K sold.

Moulton Wealth Management first reported a position in MSFT in Q4 2019 and held it in 1 quarter. The position peaked at $725K in Q4 2019. 3,527 funds tracked by Wall St. Rank hold MSFT as of Q1 2020.

  • Moulton Wealth Management reported no remaining Microsoft position as of Q1 2020 after selling out during the quarter.
  • Moulton Wealth Management sold 4,569 Microsoft shares in Q1 2020, an estimated $725K.
  • Moulton Wealth Management first reported a position in Microsoft in Q4 2019 and held it in 1 quarter.
  • Moulton Wealth Management's Microsoft position peaked at $725K in Q4 2019.
  • 3,527 funds tracked by Wall St. Rank held Microsoft as of Q1 2020.

Based on Moulton Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.