OptiFour Integrated Wealth Management’s Microsoft MSFT Stock Holding History

OptiFour Integrated 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
2019 Q4	$1.2M	Buy	7,617 +51	+0.7%	+$7.49K	0.83%	20
2019 Q3	$1.05M	Sell	7,566 -450	-6%	-$61.9K	0.75%	21
2019 Q2	$1.07M	Buy	8,016 +3,970	+98%	+$504K	0.75%	21
2019 Q1	$477K	Sell	4,046 -840	-17%	-$91.6K	0.39%	27
2018 Q4	$496K	Sell	4,886 -47	-1%	-$5.04K	0.45%	22
2018 Q3	$564K	Sell	4,933 -11	-0.2%	-$1.19K	0.46%	24
2018 Q2	$488K	Buy	4,944 +77	+2%	+$7.46K	0.42%	30
2018 Q1	$444K	Sell	4,867 -827	-15%	-$75.6K	0.37%	37
2017 Q4	$487K	Buy	+5,694	New	+$467K	0.41%	34

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

OptiFour Integrated Wealth Management's MSFT Position: Q4 2019 in Review

OptiFour Integrated Wealth Management increased its Microsoft (MSFT) stake by 0.67% in Q4 2019, buying an estimated $7.49K and bringing the position to 7,617 shares worth $1.2M. The position accounts for 0.83% of the portfolio, ranked #20.

OptiFour Integrated Wealth Management first reported a position in MSFT in Q4 2017 and has held it in 9 quarters since. 3,439 funds tracked by Wall St. Rank hold MSFT as of Q4 2019.

OptiFour Integrated Wealth Management held 7,617 shares of Microsoft worth $1.2M as of Q4 2019.
OptiFour Integrated Wealth Management bought 51 Microsoft shares in Q4 2019, an estimated $7.49K.
Microsoft made up 0.83% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #20 holding.
OptiFour Integrated Wealth Management first reported a position in Microsoft in Q4 2017 and has held it in 9 quarters since.
3,439 funds tracked by Wall St. Rank held Microsoft as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.