CSat Investment Advisory’s Strategy Inc MSTR Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-61,800	Closed	-$930K	–	790
2020 Q3	$930K	Buy	+61,800	New	+$836K	0.08%	109

Other funds holding MSTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CSat Investment Advisory's MSTR Position: Q4 2020 in Review

CSat Investment Advisory sold out of Strategy Inc (MSTR) in Q4 2020, closing a stake of 61,800 shares — an estimated $930K sold.

CSat Investment Advisory first reported a position in MSTR in Q3 2020 and held it in 1 quarter. The position peaked at $930K in Q3 2020. 236 funds tracked by Wall St. Rank hold MSTR as of Q4 2020.

CSat Investment Advisory reported no remaining Strategy Inc position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 61,800 Strategy Inc shares in Q4 2020, an estimated $930K.
CSat Investment Advisory first reported a position in Strategy Inc in Q3 2020 and held it in 1 quarter.
CSat Investment Advisory's Strategy Inc position peaked at $930K in Q3 2020.
236 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.