Tillar-Wenstrup Advisors’s Microsoft MSFT Stock Holding History

Tillar-Wenstrup 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 Q1	–	Sell	-5,835	Closed	-$1.4M	–	17
2022 Q4	$1.4M	Buy	5,835 +284	+5%	+$68.2K	0.68%	28
2022 Q3	$1.29M	Sell	5,551 -28	-0.5%	-$7.39K	0.65%	27
2022 Q2	$1.43M	Buy	5,579 +47	+0.8%	+$12.8K	0.72%	29
2022 Q1	$1.71M	Sell	5,532 -160	-3%	-$48.1K	0.82%	26
2021 Q4	$1.91M	Buy	5,692 +1,229	+28%	+$398K	0.9%	22
2021 Q3	$1.26M	Sell	4,463 -93	-2%	-$27.1K	0.58%	27
2021 Q2	$1.23M	Sell	4,556 -122	-3%	-$31K	0.56%	27
2021 Q1	$1.1M	Buy	4,678 +249	+6%	+$57.8K	0.54%	26
2020 Q4	$985K	Buy	4,429 +1,098	+33%	+$236K	0.51%	26
2020 Q3	$701K	Buy	3,331 +1,137	+52%	+$239K	0.41%	26
2020 Q2	$447K	Buy	+2,194	New	+$398K	0.27%	24

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

Tillar-Wenstrup Advisors's MSFT Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of Microsoft (MSFT) in Q1 2023, closing a stake of 5,835 shares — an estimated $1.4M sold.

Tillar-Wenstrup Advisors first reported a position in MSFT in Q2 2020 and held it in 11 quarters. The position peaked at $1.91M in Q4 2021. 4,708 funds tracked by Wall St. Rank hold MSFT as of Q1 2023.

Tillar-Wenstrup Advisors reported no remaining Microsoft position as of Q1 2023 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 5,835 Microsoft shares in Q1 2023, an estimated $1.4M.
Tillar-Wenstrup Advisors first reported a position in Microsoft in Q2 2020 and held it in 11 quarters.
Tillar-Wenstrup Advisors's Microsoft position peaked at $1.91M in Q4 2021.
4,708 funds tracked by Wall St. Rank held Microsoft as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.