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Sound View Wealth Advisors’s Microsoft MSFT Stock Holding History

Sound View Wealth 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
2019
Q1 		$5.56M Sell
47,140
-1,085
-2% -$118K 1.74% 7
2018
Q4 		$4.9M Buy
+48,225
New +$5.17M 1.78% 10

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sound View Wealth Advisors's MSFT Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Microsoft (MSFT) stake by 2.2% in Q1 2019, selling an estimated $118K and leaving 47,140 shares worth $5.56M. The position accounts for 1.74% of the portfolio, ranked #7.

Sound View Wealth Advisors first reported a position in MSFT in Q4 2018 and has held it in 2 quarters since. 3,117 funds tracked by Wall St. Rank hold MSFT as of Q1 2019.

  • Sound View Wealth Advisors held 47,140 shares of Microsoft worth $5.56M as of Q1 2019.
  • Sound View Wealth Advisors sold 1,085 Microsoft shares in Q1 2019, an estimated $118K.
  • Microsoft made up 1.74% of Sound View Wealth Advisors's portfolio in Q1 2019, its #7 holding.
  • Sound View Wealth Advisors first reported a position in Microsoft in Q4 2018 and has held it in 2 quarters since.
  • 3,117 funds tracked by Wall St. Rank held Microsoft as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.