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Wealthstreet Investment Advisors’s Microsoft MSFT Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$49K Hold
158
– – 1.32% 24
2021
Q4 		$53K Hold
158
– – 1.31% 25
2021
Q3 		$45K Sell
158
-236
-60% -$68.7K 1.24% 24
2021
Q2 		$107K Sell
394
-110,436
-100% -$28.1M 0.55% 43
2021
Q1 		$26.1M Sell
110,830
-3,840
-3% -$891K 2.55% 2
2020
Q4 		$25.5M Sell
114,670
-805
-0.7% -$173K 2.58% 3
2020
Q3 		$24.3M Buy
115,475
+1,436
+1% +$302K 2.71% 4
2020
Q2 		$23.2M Sell
114,039
-1,556
-1% -$282K 2.84% 4
2020
Q1 		$18.2M Buy
115,595
+1,886
+2% +$310K 2.69% 5
2019
Q4 		$17.9M Sell
113,709
-307
-0.3% -$45.1K 2.09% 7
2019
Q3 		$16.3M Sell
114,016
-552
-0.5% -$75.9K 2.08% 6
2019
Q2 		$15.3M Buy
114,568
+265
+0.2% +$33.6K 1.98% 7
2019
Q1 		$13.5M Sell
114,303
-3,294
-3% -$359K 1.78% 10
2018
Q4 		$12.4M Sell
117,597
-2,192
-2% -$235K 1.73% 10
2018
Q3 		$13.7M Sell
119,789
-470
-0.4% -$51K 1.69% 9
2018
Q2 		$11.9M Sell
120,259
-1,275
-1% -$124K 1.57% 11
2018
Q1 		$11.1M Buy
121,534
+501
+0.4% +$45.8K 1.39% 15
2017
Q4 		$10.4M Buy
+121,033
New +$9.93M 1.25% 17

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $4.14B AUM 15.99% 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