Raymond James Financial Services Advisors’s Microsoft MSFT Stock Holding History

Raymond James Financial Services 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
2024 Q3	$38K	Buy	+100	New	+$42.7K	﹤0.01%	3373
2024 Q2	–	Sell	-1,500	Closed	-$600K	–	3478
2024 Q1	$600K	Buy	1,500 +100	+7%	+$40.5K	﹤0.01%	2385
2023 Q4	$525K	Buy	1,400 +1,000	+250%	+$356K	﹤0.01%	2376
2023 Q3	$117K	Buy	+400	New	+$132K	﹤0.01%	3041
2020 Q4	–	Sell	-13,300	Closed	-$63K	–	3039
2020 Q3	$63K	Buy	+13,300	New	+$2.79M	﹤0.01%	2746

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Raymond James Financial Services Advisors's MSFT Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Microsoft (MSFT) stake by 2.9% in Q3 2024, selling an estimated $52.8M and leaving 4,079,028 shares worth $1.76B. The position accounts for 2.34% of the portfolio, ranked #2.

Raymond James Financial Services Advisors first reported a position in MSFT in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.88B in Q2 2024. 5,285 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

Raymond James Financial Services Advisors held 4,079,028 shares of Microsoft worth $1.76B as of Q3 2024.
Raymond James Financial Services Advisors sold 123,452 Microsoft shares in Q3 2024, an estimated $52.8M.
Microsoft made up 2.34% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2 holding.
Raymond James Financial Services Advisors first reported a position in Microsoft in Q2 2013 and has held it in 46 quarters since.
Raymond James Financial Services Advisors's Microsoft position peaked at $1.88B in Q2 2024.
5,285 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.