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Point View Wealth Management’s Microsoft MSFT Stock Holding History

Point View 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
Q4 		$8.26M Sell
37,122
-4,121
-10% -$886K 3.35% 1
2020
Q3 		$8.68M Sell
41,243
-429
-1% -$90.1K 4.1% 1
2020
Q2 		$8.48M Sell
41,672
-467
-1% -$84.8K 4.07% 1
2020
Q1 		$6.65M Sell
42,139
-391
-0.9% -$64.3K 3.64% 1
2019
Q4 		$6.71M Sell
42,530
-311
-0.7% -$45.7K 2.78% 1
2019
Q3 		$5.96M Sell
42,841
-2,692
-6% -$370K 2.7% 1
2019
Q2 		$6.1M Sell
45,533
-744
-2% -$94.5K 2.6% 1
2019
Q1 		$5.46M Sell
46,277
-130
-0.3% -$14.2K 2.43% 1
2018
Q4 		$4.71M Sell
46,407
-1,292
-3% -$138K 2.38% 1
2018
Q3 		$5.46M Sell
47,699
-537
-1% -$58.2K 2.43% 1
2018
Q2 		$4.76M Sell
48,236
-229
-0.5% -$22.2K 2.21% 1
2018
Q1 		$4.42M Sell
48,465
-704
-1% -$64.4K 2.12% 1
2017
Q4 		$4.21M Sell
49,169
-2,145
-4% -$176K 2% 1
2017
Q3 		$3.82M Sell
51,314
-3,876
-7% -$283K 1.84% 1
2017
Q2 		$3.8M Sell
55,190
-470
-0.8% -$32.3K 1.87% 1
2017
Q1 		$3.67M Buy
55,660
+2,277
+4% +$146K 1.89% 1
2016
Q4 		$3.32M Sell
53,383
-1,829
-3% -$110K 1.91% 1
2016
Q3 		$3.18M Sell
55,212
-293
-0.5% -$16.5K 1.89% 2
2016
Q2 		$2.84M Buy
55,505
+9
+0% +$468 1.72% 4
2016
Q1 		$3.06M Sell
55,496
-295
-0.5% -$15.5K 1.97% 2
2015
Q4 		$3.1M Sell
55,791
-680
-1% -$35.8K 2.24% 1
2015
Q3 		$2.5M Sell
56,471
-659
-1% -$29.6K 2% 1
2015
Q2 		$2.52M Sell
57,130
-224
-0.4% -$10.2K 1.96% 2
2015
Q1 		$2.33M Sell
57,354
-516
-0.9% -$22.5K 1.8% 3
2014
Q4 		$2.69M Sell
57,870
-2,865
-5% -$134K 2% 3
2014
Q3 		$2.82M Sell
60,735
-999
-2% -$44.6K 2.39% 1
2014
Q2 		$2.57M Sell
61,734
-951
-2% -$38.5K 2.23% 1
2014
Q1 		$2.57M Sell
62,685
-964
-2% -$36.2K 2.34% 2
2013
Q4 		$2.38M Buy
+63,649
New +$2.31M 2.26% 1

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Point View Wealth Management's MSFT Position: Q4 2020 in Review

Point View Wealth Management reduced its Microsoft (MSFT) stake by 10% in Q4 2020, selling an estimated $886K and leaving 37,122 shares worth $8.26M. The position accounts for 3.35% of the portfolio, ranked #1.

Point View Wealth Management first reported a position in MSFT in Q4 2013 and has held it in 29 quarters since. The position peaked at $8.68M in Q3 2020. 3,974 funds tracked by Wall St. Rank hold MSFT as of Q4 2020.

  • Point View Wealth Management held 37,122 shares of Microsoft worth $8.26M as of Q4 2020.
  • Point View Wealth Management sold 4,121 Microsoft shares in Q4 2020, an estimated $886K.
  • Microsoft made up 3.35% of Point View Wealth Management's portfolio in Q4 2020, its #1 holding.
  • Point View Wealth Management first reported a position in Microsoft in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Microsoft position peaked at $8.68M in Q3 2020.
  • 3,974 funds tracked by Wall St. Rank held Microsoft as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.