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FinTrust Capital Advisors’s Strategy Inc MSTR Stock Holding History

FinTrust 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
2024
Q3 		$87.5K Buy
519
+39
+8% +$5.58K 0.01% 454
2024
Q2 		$66.4K Sell
480
-20
-4% -$2.88K 0.01% 473
2024
Q1 		$85.2K Buy
+500
New +$45.6K 0.02% 415

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return

FinTrust Capital Advisors's MSTR Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Strategy Inc (MSTR) stake by 8.1% in Q3 2024, buying an estimated $5.58K and bringing the position to 519 shares worth $87.5K. The position accounts for 0.01% of the portfolio, ranked #454.

FinTrust Capital Advisors first reported a position in MSTR in Q1 2024 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold MSTR as of Q3 2024.

  • FinTrust Capital Advisors held 519 shares of Strategy Inc worth $87.5K as of Q3 2024.
  • FinTrust Capital Advisors bought 39 Strategy Inc shares in Q3 2024, an estimated $5.58K.
  • Strategy Inc made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #454 holding.
  • FinTrust Capital Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 3 quarters since.
  • 660 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.