Ten Capital Wealth Advisors’s Microsoft MSFT Stock Holding History

Ten Capital 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
2023 Q2	$11.4M	Buy	33,492 +16,226	+94%	+$5.09M	3.31%	9
2023 Q1	$4.98M	Buy	17,266 +448	+3%	+$114K	1.62%	12
2022 Q4	$4.03M	Buy	16,818 +1,759	+12%	+$422K	1.62%	13
2022 Q3	$3.51M	Buy	15,059 +895	+6%	+$236K	1.6%	13
2022 Q2	$3.64M	Buy	14,164 +129	+0.9%	+$35K	1.58%	12
2022 Q1	$4.33M	Buy	14,035 +364	+3%	+$110K	1.81%	12
2021 Q4	$4.6M	Buy	13,671 +130	+1%	+$42.1K	1.88%	12
2021 Q3	$3.82M	Sell	13,541 -10,832	-44%	-$3.15M	1.78%	12
2021 Q2	$6.6M	Buy	24,373 +107	+0.4%	+$27.2K	1.5%	18
2021 Q1	$5.72M	Sell	24,266 -58	-0.2%	-$13.5K	1.4%	22
2020 Q4	$5.41M	Buy	24,324 +1,969	+9%	+$423K	1.51%	20
2020 Q3	$4.7M	Buy	+22,355	New	+$4.7M	1.58%	21

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

Norges Bank Oslo, Norway $935B AUM

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

Ten Capital Wealth Advisors's MSFT Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Microsoft (MSFT) stake by 94% in Q2 2023, buying an estimated $5.09M and bringing the position to 33,492 shares worth $11.4M. The position accounts for 3.31% of the portfolio, ranked #9.

Ten Capital Wealth Advisors first reported a position in MSFT in Q3 2020 and has held it in 12 quarters since. 4,806 funds tracked by Wall St. Rank hold MSFT as of Q2 2023.

Ten Capital Wealth Advisors held 33,492 shares of Microsoft worth $11.4M as of Q2 2023.
Ten Capital Wealth Advisors bought 16,226 Microsoft shares in Q2 2023, an estimated $5.09M.
Microsoft made up 3.31% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #9 holding.
Ten Capital Wealth Advisors first reported a position in Microsoft in Q3 2020 and has held it in 12 quarters since.
4,806 funds tracked by Wall St. Rank held Microsoft as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.