Zynergy Retirement Planning’s Microsoft MSFT Stock Holding History

Zynergy Retirement Planning’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
2024 Q3	–	Sell	-7	Closed	-$3.13K	–	122
2024 Q2	$3.13K	Buy	+7	New	+$2.96K	﹤0.01%	102

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Zynergy Retirement Planning's MSFT Position: Q3 2024 in Review

Zynergy Retirement Planning sold out of Microsoft (MSFT) in Q3 2024, closing a stake of 7 shares — an estimated $3.13K sold.

Zynergy Retirement Planning first reported a position in MSFT in Q2 2024 and held it in 1 quarter. The position peaked at $3.13K in Q2 2024. 5,284 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

Zynergy Retirement Planning reported no remaining Microsoft position as of Q3 2024 after selling out during the quarter.
Zynergy Retirement Planning sold 7 Microsoft shares in Q3 2024, an estimated $3.13K.
Zynergy Retirement Planning first reported a position in Microsoft in Q2 2024 and held it in 1 quarter.
Zynergy Retirement Planning's Microsoft position peaked at $3.13K in Q2 2024.
5,284 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Zynergy Retirement Planning's 13F filing for Q3 2024, filed 7 Nov 2024.