Wealth Advisors’s Microsoft MSFT Stock Holding History

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 Q1	–	Sell	-12,400	Closed	-$842K	–	106
2020 Q4	$842K	Hold	12,400	–	–	0.37%	30
2020 Q3	$730K	Hold	12,400	–	–	0.34%	33
2020 Q2	$748K	Buy	12,400 +2,400	+24%	+$436K	0.4%	33
2020 Q1	$407K	Buy	+10,000	New	+$1.64M	0.27%	43

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

Wealth Advisors's MSFT Position: Q3 2023 in Review

Wealth Advisors increased its Microsoft (MSFT) stake by 0.06% in Q3 2023, buying an estimated $6.28K and bringing the position to 31,378 shares worth $9.91M. The position accounts for 4.44% of the portfolio, ranked #7.

Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 16 quarters since. The position peaked at $11.6M in Q4 2021. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

Wealth Advisors held 31,378 shares of Microsoft worth $9.91M as of Q3 2023.
Wealth Advisors bought 19 Microsoft shares in Q3 2023, an estimated $6.28K.
Microsoft made up 4.44% of Wealth Advisors's portfolio in Q3 2023, its #7 holding.
Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's Microsoft position peaked at $11.6M in Q4 2021.
4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.