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Aviance Capital Partners’s Strategy Inc MSTR Stock Holding History

Aviance 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
2021
Q2 		– Sell
-65,000
Closed -$4.41M – 262
2021
Q1 		$4.41M Buy
65,000
+40,000
+160% +$2.83M 0.85% 30
2020
Q4 		$971K Buy
+25,000
New +$584K 0.2% 133

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Invesco
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Geode Capital Management
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aviance Capital Partners's MSTR Position: Q2 2021 in Review

Aviance Capital Partners sold out of Strategy Inc (MSTR) in Q2 2021, closing a stake of 65,000 shares — an estimated $4.41M sold.

Aviance Capital Partners first reported a position in MSTR in Q4 2020 and held it in 2 quarters. The position peaked at $4.41M in Q1 2021. 269 funds tracked by Wall St. Rank hold MSTR as of Q2 2021.

  • Aviance Capital Partners reported no remaining Strategy Inc position as of Q2 2021 after selling out during the quarter.
  • Aviance Capital Partners sold 65,000 Strategy Inc shares in Q2 2021, an estimated $4.41M.
  • Aviance Capital Partners first reported a position in Strategy Inc in Q4 2020 and held it in 2 quarters.
  • Aviance Capital Partners's Strategy Inc position peaked at $4.41M in Q1 2021.
  • 269 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2021.

Based on Aviance Capital Partners's 13F filing for Q2 2021, filed 6 Aug 2021.