Wipfli Financial Advisors’s Microsoft MSFT Stock Holding History

Wipfli Financial 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 Q3	$18.4M	Buy	79,109 +77,147	+3,932%	+$20.4M	1.3%	14
2022 Q2	$504K	Sell	1,962 -981	-33%	-$266K	0.05%	55
2022 Q1	$907K	Buy	2,943 +2,244	+321%	+$675K	0.09%	41
2021 Q4	$235K	Buy	+699	New	+$227K	0.03%	44

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wipfli Financial Advisors's MSFT Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Microsoft (MSFT) stake by 3,932% in Q3 2022, buying an estimated $20.4M and bringing the position to 79,109 shares worth $18.4M. The position accounts for 1.3% of the portfolio, ranked #14.

Wipfli Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 4 quarters since. 4,500 funds tracked by Wall St. Rank hold MSFT as of Q3 2022.

Wipfli Financial Advisors held 79,109 shares of Microsoft worth $18.4M as of Q3 2022.
Wipfli Financial Advisors bought 77,147 Microsoft shares in Q3 2022, an estimated $20.4M.
Microsoft made up 1.3% of Wipfli Financial Advisors's portfolio in Q3 2022, its #14 holding.
Wipfli Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 4 quarters since.
4,500 funds tracked by Wall St. Rank held Microsoft as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.