Pacific Edge Advisors’s Microsoft MSFT Stock Holding History

Pacific Edge 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
2021 Q3	$1.08M	Hold	3,838	–	–	0.53%	22
2021 Q2	$1.04M	Sell	3,838 -745	-16%	-$189K	0.54%	20
2021 Q1	$1.08M	Sell	4,583 -150	-3%	-$34.8K	0.52%	21
2020 Q4	$1.05M	Sell	4,733 -173	-4%	-$37.2K	0.55%	21
2020 Q3	$1.03M	Sell	4,906 -120	-2%	-$25.2K	0.59%	21
2020 Q2	$1.02M	Sell	5,026 -100	-2%	-$18.2K	0.6%	19
2020 Q1	$808K	Buy	5,126 +193	+4%	+$31.7K	0.58%	17
2019 Q4	$778K	Buy	4,933 +1,233	+33%	+$181K	0.47%	25
2019 Q3	$514K	Sell	3,700 -250	-6%	-$34.4K	0.34%	26
2019 Q2	$529K	Sell	3,950 -850	-18%	-$108K	0.35%	26
2019 Q1	$566K	Sell	4,800 -301	-6%	-$32.8K	0.34%	24
2018 Q4	$518K	Hold	5,101	–	–	0.33%	28
2018 Q3	$583K	Hold	5,101	–	–	0.32%	19
2018 Q2	$503K	Sell	5,101 -60	-1%	-$5.82K	0.28%	23
2018 Q1	$471K	Buy	+5,161	New	+$472K	0.29%	22

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

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

Pacific Edge Advisors's MSFT Position: Q3 2021 in Review

Pacific Edge Advisors held its Microsoft (MSFT) position steady in Q3 2021 at 3,838 shares worth $1.08M. The position accounts for 0.53% of the portfolio, ranked #22.

Pacific Edge Advisors first reported a position in MSFT in Q1 2018 and has held it in 15 quarters since. 4,024 funds tracked by Wall St. Rank hold MSFT as of Q3 2021.

Pacific Edge Advisors held 3,838 shares of Microsoft worth $1.08M as of Q3 2021.
Pacific Edge Advisors left its Microsoft share count unchanged in Q3 2021.
Microsoft made up 0.53% of Pacific Edge Advisors's portfolio in Q3 2021, its #22 holding.
Pacific Edge Advisors first reported a position in Microsoft in Q1 2018 and has held it in 15 quarters since.
4,024 funds tracked by Wall St. Rank held Microsoft as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.