Resolute Financial’s Microsoft MSFT Stock Holding History

Resolute Financial’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
2022 Q4	$1.16M	Sell	4,850 -46	-0.9%	-$11K	0.99%	26
2022 Q3	$1.14M	Sell	4,896 -134	-3%	-$35.4K	1.08%	23
2022 Q2	$1.29M	Sell	5,030 -31	-0.6%	-$8.41K	1.12%	20
2022 Q1	$1.56M	Sell	5,061 -40	-0.8%	-$12K	1.27%	17
2021 Q4	$1.72M	Buy	+5,101	New	+$1.65M	1.28%	17

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

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

Norges Bank Oslo, Norway $935B AUM

Resolute Financial's MSFT Position: Q4 2022 in Review

Resolute Financial reduced its Microsoft (MSFT) stake by 0.94% in Q4 2022, selling an estimated $11K and leaving 4,850 shares worth $1.16M. The position accounts for 0.99% of the portfolio, ranked #26.

Resolute Financial first reported a position in MSFT in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.72M in Q4 2021. 4,672 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

Resolute Financial held 4,850 shares of Microsoft worth $1.16M as of Q4 2022.
Resolute Financial sold 46 Microsoft shares in Q4 2022, an estimated $11K.
Microsoft made up 0.99% of Resolute Financial's portfolio in Q4 2022, its #26 holding.
Resolute Financial first reported a position in Microsoft in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's Microsoft position peaked at $1.72M in Q4 2021.
4,672 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.