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Anchor Investment Management’s Strategy Inc MSTR Stock Holding History

Anchor Investment Management’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
2024
Q4 		– Sell
-54
Closed -$9.1K – 1050
2024
Q3 		$9.1K Buy
+54
New +$7.72K ﹤0.01% 802
2022
Q3 		– Sell
-30
Closed -$493 – 997
2022
Q2 		$493 Hold
30
– – ﹤0.01% 952
2022
Q1 		$1.46K Hold
30
– – ﹤0.01% 940
2021
Q4 		$1.63K Hold
30
– – ﹤0.01% 954
2021
Q3 		$1.74K Hold
30
– – ﹤0.01% 871
2021
Q2 		$1.99K Hold
30
– – ﹤0.01% 880
2021
Q1 		$2.04K Buy
+30
New +$2.12K ﹤0.01% 870

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Anchor Investment Management's MSTR Position: Q4 2024 in Review

Anchor Investment Management sold out of Strategy Inc (MSTR) in Q4 2024, closing a stake of 54 shares — an estimated $9.1K sold.

Anchor Investment Management first reported a position in MSTR in Q1 2021 and held it in 7 quarters. The position peaked at $9.1K in Q3 2024. 989 funds tracked by Wall St. Rank hold MSTR as of Q4 2024.

  • Anchor Investment Management reported no remaining Strategy Inc position as of Q4 2024 after selling out during the quarter.
  • Anchor Investment Management sold 54 Strategy Inc shares in Q4 2024, an estimated $9.1K.
  • Anchor Investment Management first reported a position in Strategy Inc in Q1 2021 and held it in 7 quarters.
  • Anchor Investment Management's Strategy Inc position peaked at $9.1K in Q3 2024.
  • 989 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2024.

Based on Anchor Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.