SYSTM Wealth Solutions’s Microsoft MSFT Stock Holding History

SYSTM Wealth Solutions’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	$149K	Sell	347 -47,279	-99%	-$20.2M	4.53%	5
2024 Q2	$21.3M	Sell	47,626 -16,332	-26%	-$6.9M	4.75%	1
2024 Q1	$26.9M	Buy	63,958 +198	+0.3%	+$80.2K	3.4%	1
2023 Q4	$24M	Sell	63,760 -1,067	-2%	-$380K	3.32%	1
2023 Q3	$20.5M	Sell	64,827 -2,502	-4%	-$827K	3.15%	1
2023 Q2	$22.9M	Buy	67,329 +6,727	+11%	+$2.11M	3.1%	1
2023 Q1	$17.5M	Sell	60,602 -7,553	-11%	-$1.93M	2.69%	1
2022 Q4	$16.3M	Buy	+68,155	New	+$16.4M	2.03%	2

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

SYSTM Wealth Solutions's MSFT Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Microsoft (MSFT) stake by 99% in Q3 2024, selling an estimated $20.2M and leaving 347 shares worth $149K. The position accounts for 4.53% of the portfolio, ranked #5.

SYSTM Wealth Solutions first reported a position in MSFT in Q4 2022 and has held it in 8 quarters since. The position peaked at $26.9M in Q1 2024. 5,284 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

SYSTM Wealth Solutions held 347 shares of Microsoft worth $149K as of Q3 2024.
SYSTM Wealth Solutions sold 47,279 Microsoft shares in Q3 2024, an estimated $20.2M.
Microsoft made up 4.53% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #5 holding.
SYSTM Wealth Solutions first reported a position in Microsoft in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Microsoft position peaked at $26.9M in Q1 2024.
5,284 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.