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Viridian RIA’s Microsoft MSFT Stock Holding History

Viridian RIA’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
2022
Q1 		– Sell
-21,079
Closed -$6.34M – 14
2021
Q4 		$7.09M Buy
+21,079
New +$6.83M 1.5% 14
2021
Q2 		– Hold
0
– – – 15
2021
Q1 		– Sell
-19,126
Closed -$4.44M – 17
2020
Q4 		$4.25M Buy
19,126
+703
+4% +$151K 1.18% 19
2020
Q3 		$3.88M Sell
18,423
-1,041
-5% -$219K 1.28% 18
2020
Q2 		$3.96M Buy
19,464
+2,441
+14% +$443K 1.43% 16
2020
Q1 		$2.69M Sell
17,023
-1,383
-8% -$227K 1.22% 18
2019
Q4 		$2.9M Buy
18,406
+166
+0.9% +$24.4K 1.04% 19
2019
Q3 		$2.54M Sell
18,240
-1,156
-6% -$159K 1.06% 18
2019
Q2 		$2.61M Sell
19,396
-1,612
-8% -$205K 1.05% 19
2019
Q1 		$2.48M Buy
21,008
+455
+2% +$49.6K 1.1% 19
2018
Q4 		$2.09M Sell
20,553
-2,946
-13% -$316K 1.04% 20
2018
Q3 		$2.68M Buy
23,499
+2,349
+11% +$255K 1.18% 15
2018
Q2 		$211K Sell
21,150
-4,347
-17% -$421K 0.1% 39
2018
Q1 		$2.4M Buy
+25,497
New +$2.33M 1.15% 15

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Viridian RIA's MSFT Position: Q1 2022 in Review

Viridian RIA sold out of Microsoft (MSFT) in Q1 2022, closing a stake of 21,079 shares — an estimated $6.34M sold.

Viridian RIA first reported a position in MSFT in Q1 2018 and held it in 13 quarters. The position peaked at $7.09M in Q4 2021. 4,540 funds tracked by Wall St. Rank hold MSFT as of Q1 2022.

  • Viridian RIA reported no remaining Microsoft position as of Q1 2022 after selling out during the quarter.
  • Viridian RIA sold 21,079 Microsoft shares in Q1 2022, an estimated $6.34M.
  • Viridian RIA first reported a position in Microsoft in Q1 2018 and held it in 13 quarters.
  • Viridian RIA's Microsoft position peaked at $7.09M in Q4 2021.
  • 4,540 funds tracked by Wall St. Rank held Microsoft as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.