AGF Investments Inc’s Strategy Inc MSTR Stock Holding History

AGF Investments Inc’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-190	Closed	-$3K	–	805
2020 Q3	$3K	Hold	190	–	–	﹤0.01%	747
2020 Q2	$2K	Buy	190 +10	+6%	+$122	﹤0.01%	781
2020 Q1	$2K	Buy	+180	New	+$2.44K	﹤0.01%	747

Other funds holding MSTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

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

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

AGF Investments Inc's MSTR Position: Q4 2020 in Review

AGF Investments Inc sold out of Strategy Inc (MSTR) in Q4 2020, closing a stake of 190 shares — an estimated $3K sold.

AGF Investments Inc first reported a position in MSTR in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 236 funds tracked by Wall St. Rank hold MSTR as of Q4 2020.

AGF Investments Inc reported no remaining Strategy Inc position as of Q4 2020 after selling out during the quarter.
AGF Investments Inc sold 190 Strategy Inc shares in Q4 2020, an estimated $3K.
AGF Investments Inc first reported a position in Strategy Inc in Q1 2020 and held it in 3 quarters.
AGF Investments Inc's Strategy Inc position peaked at $3K in Q3 2020.
236 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2020.

Based on AGF Investments Inc's 13F filing for Q4 2020, filed 8 Feb 2021.