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Berman Capital Advisors’s Strategy Inc MSTR Stock Holding History

Berman Capital Advisors’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
Q3 		$17K Buy
310
+90
+41% +$5.77K ﹤0.01% 1036
2021
Q2 		$14K Buy
220
+80
+57% +$4.73K ﹤0.01% 1029
2021
Q1 		$9K Buy
+140
New +$9.89K ﹤0.01% 1066
2019
Q1 		– Sell
-150
Closed -$1K – 1426
2018
Q4 		$1K Buy
+150
New +$1.9K ﹤0.01% 1031

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Berman Capital Advisors's MSTR Position: Q3 2021 in Review

Berman Capital Advisors increased its Strategy Inc (MSTR) stake by 41% in Q3 2021, buying an estimated $5.77K and bringing the position to 310 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Berman Capital Advisors first reported a position in MSTR in Q4 2018 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold MSTR as of Q3 2021.

  • Berman Capital Advisors held 310 shares of Strategy Inc worth $17K as of Q3 2021.
  • Berman Capital Advisors bought 90 Strategy Inc shares in Q3 2021, an estimated $5.77K.
  • Strategy Inc made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1036 holding.
  • Berman Capital Advisors first reported a position in Strategy Inc in Q4 2018 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.