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Sequoia Wealth Management’s Microsoft MSFT Stock Holding History

Sequoia 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
2019
Q2 		– Sell
-2,529
Closed -$298K – 72
2019
Q1 		$298K Buy
+2,529
New +$276K 0.24% 56

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Sequoia Wealth Management's MSFT Position: Q2 2019 in Review

Sequoia Wealth Management sold out of Microsoft (MSFT) in Q2 2019, closing a stake of 2,529 shares — an estimated $298K sold.

Sequoia Wealth Management first reported a position in MSFT in Q1 2019 and held it in 1 quarter. The position peaked at $298K in Q1 2019. 3,123 funds tracked by Wall St. Rank hold MSFT as of Q2 2019.

  • Sequoia Wealth Management reported no remaining Microsoft position as of Q2 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 2,529 Microsoft shares in Q2 2019, an estimated $298K.
  • Sequoia Wealth Management first reported a position in Microsoft in Q1 2019 and held it in 1 quarter.
  • Sequoia Wealth Management's Microsoft position peaked at $298K in Q1 2019.
  • 3,123 funds tracked by Wall St. Rank held Microsoft as of Q2 2019.

Based on Sequoia Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.