BSW
MSTR icon

Buckingham Strategic Wealth’s Strategy Inc MSTR Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.17M Buy
8,500
+1,980
+30% +$285K 0.01% 312
2024
Q1 		$1.11M Buy
+6,520
New +$594K 0.01% 315

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckingham Strategic Wealth's MSTR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Strategy Inc (MSTR) stake by 30% in Q2 2024, buying an estimated $285K and bringing the position to 8,500 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #312.

Buckingham Strategic Wealth first reported a position in MSTR in Q1 2024 and has held it in 2 quarters since. 591 funds tracked by Wall St. Rank hold MSTR as of Q2 2024.

  • Buckingham Strategic Wealth held 8,500 shares of Strategy Inc worth $1.17M as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,980 Strategy Inc shares in Q2 2024, an estimated $285K.
  • Strategy Inc made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #312 holding.
  • Buckingham Strategic Wealth first reported a position in Strategy Inc in Q1 2024 and has held it in 2 quarters since.
  • 591 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.