OTA Financial Group’s Microsoft MSFT Stock Holding History

OTA Financial Group’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 Q2	–	Sell	-50,000	Closed	-$14.4M	–	25
2023 Q1	$14.4M	Buy	+50,000	New	+$12.8M	12.69%	3

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

Norges Bank Oslo, Norway $935B AUM

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

OTA Financial Group's MSFT Position: Q2 2023 in Review

OTA Financial Group sold out of Microsoft (MSFT) in Q2 2023, closing a stake of 50,000 shares — an estimated $14.4M sold.

OTA Financial Group first reported a position in MSFT in Q1 2023 and held it in 1 quarter. The position peaked at $14.4M in Q1 2023. 4,805 funds tracked by Wall St. Rank hold MSFT as of Q2 2023.

OTA Financial Group reported no remaining Microsoft position as of Q2 2023 after selling out during the quarter.
OTA Financial Group sold 50,000 Microsoft shares in Q2 2023, an estimated $14.4M.
OTA Financial Group first reported a position in Microsoft in Q1 2023 and held it in 1 quarter.
OTA Financial Group's Microsoft position peaked at $14.4M in Q1 2023.
4,805 funds tracked by Wall St. Rank held Microsoft as of Q2 2023.

Based on OTA Financial Group's 13F filing for Q2 2023, filed 17 Aug 2023.