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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealthstreet Investment Advisors's MSFT Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Microsoft (MSFT) position steady in Q1 2022 at 158 shares worth $49K. The position accounts for 1.32% of the portfolio, ranked #24.

Wealthstreet Investment Advisors first reported a position in MSFT in Q4 2017 and has held it in 18 quarters since. The position peaked at $26.1M in Q1 2021. 4,539 funds tracked by Wall St. Rank hold MSFT as of Q1 2022.

  • Wealthstreet Investment Advisors held 158 shares of Microsoft worth $49K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Microsoft share count unchanged in Q1 2022.
  • Microsoft made up 1.32% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #24 holding.
  • Wealthstreet Investment Advisors first reported a position in Microsoft in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Microsoft position peaked at $26.1M in Q1 2021.
  • 4,539 funds tracked by Wall St. Rank held Microsoft as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.