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Aveo Capital Partners’s Strategy Inc MSTR Stock Holding History

Aveo Capital Partners’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
-4,742
Closed -$800K – 356
2024
Q3 		$800K Buy
+4,742
New +$678K 0.08% 152
2022
Q3 		– Sell
-15,110
Closed -$248K – 288
2022
Q2 		$248K Buy
+15,110
New +$437K 0.04% 239

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

Aveo Capital Partners's MSTR Position: Q4 2024 in Review

Aveo Capital Partners sold out of Strategy Inc (MSTR) in Q4 2024, closing a stake of 4,742 shares — an estimated $800K sold.

Aveo Capital Partners first reported a position in MSTR in Q2 2022 and held it in 2 quarters. The position peaked at $800K in Q3 2024. 990 funds tracked by Wall St. Rank hold MSTR as of Q4 2024.

  • Aveo Capital Partners reported no remaining Strategy Inc position as of Q4 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 4,742 Strategy Inc shares in Q4 2024, an estimated $800K.
  • Aveo Capital Partners first reported a position in Strategy Inc in Q2 2022 and held it in 2 quarters.
  • Aveo Capital Partners's Strategy Inc position peaked at $800K in Q3 2024.
  • 990 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2024.

Based on Aveo Capital Partners's 13F filing for Q4 2024, filed 30 Jan 2025.