New England Guild Wealth Advisors’s Microsoft MSFT Stock Holding History

New England Guild Wealth 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	$328K	Buy	1,369 +31	+2%	+$7.44K	0.17%	54
2022 Q3	$312K	Buy	1,338 +70	+6%	+$18.5K	0.19%	49
2022 Q2	$326K	Sell	1,268 -74	-6%	-$20.1K	0.2%	51
2022 Q1	$414K	Buy	1,342 +205	+18%	+$61.7K	0.22%	49
2021 Q4	$382K	Hold	1,137	–	–	0.19%	54
2021 Q3	$320K	Buy	1,137 +1	+0.1%	+$291	0.17%	54
2021 Q2	$308K	Buy	1,136 +135	+13%	+$34.3K	0.17%	53
2021 Q1	$236K	Buy	1,001 +1	+0.1%	+$232	0.13%	60
2020 Q4	$223K	Buy	1,000 +10	+1%	+$2.15K	0.13%	54
2020 Q3	$208K	Hold	990	–	–	0.15%	51
2020 Q2	$201K	Buy	+990	New	+$180K	0.15%	54

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

New England Guild Wealth Advisors's MSFT Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its Microsoft (MSFT) stake by 2.3% in Q4 2022, buying an estimated $7.44K and bringing the position to 1,369 shares worth $328K. The position accounts for 0.17% of the portfolio, ranked #54.

New England Guild Wealth Advisors first reported a position in MSFT in Q2 2020 and has held it in 11 quarters since. The position peaked at $414K in Q1 2022. 4,672 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

New England Guild Wealth Advisors held 1,369 shares of Microsoft worth $328K as of Q4 2022.
New England Guild Wealth Advisors bought 31 Microsoft shares in Q4 2022, an estimated $7.44K.
Microsoft made up 0.17% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #54 holding.
New England Guild Wealth Advisors first reported a position in Microsoft in Q2 2020 and has held it in 11 quarters since.
New England Guild Wealth Advisors's Microsoft position peaked at $414K in Q1 2022.
4,672 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.