V Wealth Advisors’s Microsoft MSFT Stock Holding History

V 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
2021 Q4	–	Sell	-1,200	Closed	-$338K	–	530
2021 Q3	$338K	Buy	+1,200	New	+$349K	0.05%	337

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

V Wealth Advisors's MSFT Position: Q3 2023 in Review

V Wealth Advisors reduced its Microsoft (MSFT) stake by 74% in Q3 2023, selling an estimated $17.6M and leaving 18,799 shares worth $5.94M. The position accounts for 4.76% of the portfolio, ranked #3.

V Wealth Advisors first reported a position in MSFT in Q1 2016 and has held it in 31 quarters since. The position peaked at $24.6M in Q2 2023. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

V Wealth Advisors held 18,799 shares of Microsoft worth $5.94M as of Q3 2023.
V Wealth Advisors sold 53,324 Microsoft shares in Q3 2023, an estimated $17.6M.
Microsoft made up 4.76% of V Wealth Advisors's portfolio in Q3 2023, its #3 holding.
V Wealth Advisors first reported a position in Microsoft in Q1 2016 and has held it in 31 quarters since.
V Wealth Advisors's Microsoft position peaked at $24.6M in Q2 2023.
4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.