Number of Shares
4,108.00
Current Holdings Value*
$1.62 Mil
% of Portfolio
8.85%
Total Estimate Gain
$1.64 Mil
% of Total Estimate Gain
95.64%

Emerald Insights Fund's Microsoft Corp Holding Summary

As of 2025-04-30, FINANCIAL INVESTORS TRUST held 4,108.00 shares of Microsoft Corp(MSFT), totaling $1.62 Mil. This investment constitutes 8.85% of their stock portfolio, and FINANCIAL INVESTORS TRUST now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Emerald Insights Fund has made 8 purchases of MSFT, at an average price of $202.87, for a total of 8,455.00 shares. In addition, there have been 9 sales at an average price of $300.52 for 4,347.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Emerald Insights Fund's estimated gain on his MSFT holdings is $1.64 Mil, reflecting a 95.64% gain to date.

Emerald Insights Fund MSFT ($498.84) Holding Chart

Emerald Insights Fund MSFT ($498.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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