CFO4Life Group’s Strategy Inc MSTR Stock Holding History

CFO4Life Group’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	-1,230	Closed	-$207K	–	231
2024 Q3	$207K	Buy	+1,230	New	+$176K	0.04%	199

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CFO4Life Group's MSTR Position: Q4 2024 in Review

CFO4Life Group sold out of Strategy Inc (MSTR) in Q4 2024, closing a stake of 1,230 shares — an estimated $207K sold.

CFO4Life Group first reported a position in MSTR in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 989 funds tracked by Wall St. Rank hold MSTR as of Q4 2024.

CFO4Life Group reported no remaining Strategy Inc position as of Q4 2024 after selling out during the quarter.
CFO4Life Group sold 1,230 Strategy Inc shares in Q4 2024, an estimated $207K.
CFO4Life Group first reported a position in Strategy Inc in Q3 2024 and held it in 1 quarter.
CFO4Life Group's Strategy Inc position peaked at $207K in Q3 2024.
989 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2024.

Based on CFO4Life Group's 13F filing for Q4 2024, filed 10 Feb 2025.