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American Research & Management Company’s Strategy Inc MSTR Stock Holding History

American Research & Management Company’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
2022
Q3 		– Sell
-20
Closed – – 440
2022
Q2 		$0 Hold
20
– – ﹤0.01% 404
2022
Q1 		$1K Hold
20
– – ﹤0.01% 389
2021
Q4 		$1K Hold
20
– – ﹤0.01% 379
2021
Q3 		$1K Buy
+20
New +$1.28K ﹤0.01% 367

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

American Research & Management Company's MSTR Position: Q3 2022 in Review

American Research & Management Company sold out of Strategy Inc (MSTR) in Q3 2022, closing a stake of 20 shares.

American Research & Management Company first reported a position in MSTR in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 231 funds tracked by Wall St. Rank hold MSTR as of Q3 2022.

  • American Research & Management Company reported no remaining Strategy Inc position as of Q3 2022 after selling out during the quarter.
  • American Research & Management Company sold 20 Strategy Inc shares in Q3 2022.
  • American Research & Management Company first reported a position in Strategy Inc in Q3 2021 and held it in 4 quarters.
  • American Research & Management Company's Strategy Inc position peaked at $1K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.