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Foster Dykema Cabot & Partners’s Strategy Inc MSTR Stock Holding History

Foster Dykema Cabot & Partners’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
-18
Closed -$3.04K – 444
2024
Q3 		$3.04K Buy
+18
New +$2.57K ﹤0.01% 431

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
UBS Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Foster Dykema Cabot & Partners's MSTR Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of Strategy Inc (MSTR) in Q4 2024, closing a stake of 18 shares — an estimated $3.04K sold.

Foster Dykema Cabot & Partners first reported a position in MSTR in Q3 2024 and held it in 1 quarter. The position peaked at $3.04K in Q3 2024. 989 funds tracked by Wall St. Rank hold MSTR as of Q4 2024.

  • Foster Dykema Cabot & Partners reported no remaining Strategy Inc position as of Q4 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 18 Strategy Inc shares in Q4 2024, an estimated $3.04K.
  • Foster Dykema Cabot & Partners first reported a position in Strategy Inc in Q3 2024 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's Strategy Inc position peaked at $3.04K in Q3 2024.
  • 989 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.