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Fortitude Advisory Group’s Strategy Inc MSTR Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-180
Closed -$9K – 869
2022
Q1 		$9K Hold
180
– – ﹤0.01% 1044
2021
Q4 		$10K Buy
+180
New +$12.4K 0.01% 1040

Other funds holding MSTR

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fortitude Advisory Group's MSTR Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Strategy Inc (MSTR) in Q2 2022, closing a stake of 180 shares — an estimated $9K sold.

Fortitude Advisory Group first reported a position in MSTR in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 236 funds tracked by Wall St. Rank hold MSTR as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Strategy Inc position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 180 Strategy Inc shares in Q2 2022, an estimated $9K.
  • Fortitude Advisory Group first reported a position in Strategy Inc in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Strategy Inc position peaked at $10K in Q4 2021.
  • 236 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.