YWP
MSFT icon

YorkBridge Wealth Partners’s Microsoft MSFT Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$13M Sell
54,406
-4,656
-8% -$1.12M 3.31% 5
2022
Q3 		$13.8M Buy
59,062
+3,077
+5% +$812K 3.55% 4
2022
Q2 		$14.4M Buy
55,985
+810
+1% +$220K 3.76% 4
2022
Q1 		$17M Buy
55,175
+549
+1% +$165K 3.73% 4
2021
Q4 		$18.4M Sell
54,626
-218
-0.4% -$70.7K 4.12% 3
2021
Q3 		$15.5M Sell
54,844
-9,431
-15% -$2.74M 3.89% 3
2021
Q2 		$17.4M Buy
64,275
+518
+0.8% +$132K 4.55% 2
2021
Q1 		$15M Buy
63,757
+2,244
+4% +$521K 4.44% 3
2020
Q4 		$13.7M Buy
61,513
+2,228
+4% +$479K 4.58% 2
2020
Q3 		$12.5M Sell
59,285
-3,287
-5% -$690K 5.24% 1
2020
Q2 		$12.7M Buy
62,572
+6,398
+11% +$1.16M 5.82% 2
2020
Q1 		$8.86M Sell
56,174
-3,135
-5% -$516K 5.45% 1
2019
Q4 		$9.35M Sell
59,309
-482
-0.8% -$70.8K 4.29% 3
2019
Q3 		$8.31M Sell
59,791
-1,420
-2% -$195K 4.19% 2
2019
Q2 		$8.2M Sell
61,211
-1,261
-2% -$160K 3.64% 2
2019
Q1 		$7.37M Buy
62,472
+2,999
+5% +$327K 3.4% 3
2018
Q4 		$6.04M Sell
59,473
-442
-0.7% -$47.3K 3.2% 3
2018
Q3 		$6.93M Sell
59,915
-727
-1% -$78.8K 3.17% 4
2018
Q2 		$5.98M Buy
60,642
+6,428
+12% +$623K 2.62% 4
2018
Q1 		$5.07M Buy
54,214
+1,560
+3% +$143K 2.34% 4
2017
Q4 		$4.63M Buy
52,654
+3,208
+6% +$263K 2.24% 4
2017
Q3 		$3.68M Buy
49,446
+8,929
+22% +$652K 1.91% 6
2017
Q2 		$2.76M Sell
40,517
-1,363
-3% -$93.6K 1.47% 13
2017
Q1 		$2.9M Buy
41,880
+2,213
+6% +$142K 1.52% 12
2016
Q4 		$2.4M Buy
+39,667
New +$2.39M 1.42% 13

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

YorkBridge Wealth Partners's MSFT Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Microsoft (MSFT) stake by 7.9% in Q4 2022, selling an estimated $1.12M and leaving 54,406 shares worth $13M. The position accounts for 3.31% of the portfolio, ranked #5.

YorkBridge Wealth Partners first reported a position in MSFT in Q4 2016 and has held it in 25 quarters since. The position peaked at $18.4M in Q4 2021. 4,672 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

  • YorkBridge Wealth Partners held 54,406 shares of Microsoft worth $13M as of Q4 2022.
  • YorkBridge Wealth Partners sold 4,656 Microsoft shares in Q4 2022, an estimated $1.12M.
  • Microsoft made up 3.31% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #5 holding.
  • YorkBridge Wealth Partners first reported a position in Microsoft in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Microsoft position peaked at $18.4M in Q4 2021.
  • 4,672 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.