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TD Ameritrade Investment Management’s Microsoft MSFT Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-2,254
Closed -$768K – 307
2023
Q2 		$768K Buy
2,254
+18
+0.8% +$5.64K 0.01% 108
2023
Q1 		$645K Sell
2,236
-200
-8% -$51K 0.01% 117
2022
Q4 		$584K Sell
2,436
-1,053
-30% -$253K 0.01% 126
2022
Q3 		$812K Sell
3,489
-628
-15% -$166K 0.01% 121
2022
Q2 		$1.06M Sell
4,117
-1,394
-25% -$378K 0.01% 121
2022
Q1 		$1.7M Buy
5,511
+499
+10% +$150K 0.01% 113
2021
Q4 		$1.69M Buy
5,012
+1,233
+33% +$400K 0.01% 107
2021
Q3 		$795K Sell
3,779
-414
-10% -$120K 0.01% 125
2021
Q2 		$1.14M Buy
4,193
+373
+10% +$94.8K 0.01% 115
2021
Q1 		$850K Hold
3,820
– – 0.01% 119
2020
Q4 		$850K Buy
3,820
+41
+1% +$8.82K 0.01% 119
2020
Q3 		$795K Buy
3,779
+294
+8% +$61.8K 0.01% 125
2020
Q2 		$709K Buy
3,485
+253
+8% +$45.9K 0.01% 135
2020
Q1 		$510K Sell
3,232
-455
-12% -$74.8K ﹤0.01% 154
2019
Q4 		$581K Sell
3,687
-3,576
-49% -$525K ﹤0.01% 162
2019
Q3 		$1.01M Sell
7,263
-1,360
-16% -$187K 0.01% 122
2019
Q2 		$1.16M Buy
8,623
+207
+2% +$26.3K 0.01% 109
2019
Q1 		$993K Buy
8,416
+2,300
+38% +$251K 0.01% 111
2018
Q4 		$621K Buy
6,116
+2,416
+65% +$259K 0.01% 112
2018
Q3 		$423K Buy
3,700
+2,781
+303% +$301K ﹤0.01% 109
2018
Q2 		$91K Buy
+919
New +$89.1K ﹤0.01% 109

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TD Ameritrade Investment Management's MSFT Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Microsoft (MSFT) in Q3 2023, closing a stake of 2,254 shares — an estimated $768K sold.

TD Ameritrade Investment Management first reported a position in MSFT in Q2 2018 and held it in 21 quarters. The position peaked at $1.7M in Q1 2022. 4,851 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Microsoft position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 2,254 Microsoft shares in Q3 2023, an estimated $768K.
  • TD Ameritrade Investment Management first reported a position in Microsoft in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Microsoft position peaked at $1.7M in Q1 2022.
  • 4,851 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.