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FSA Wealth Management’s Strategy Inc MSTR Stock Holding History

FSA Wealth Management’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
Q1 		$52.8K Buy
310
+20
+7% +$1.82K 0.02% 144
2023
Q4 		$18K Buy
+290
New +$13.7K 0.01% 245

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FSA Wealth Management's MSTR Position: Q1 2024 in Review

FSA Wealth Management increased its Strategy Inc (MSTR) stake by 6.9% in Q1 2024, buying an estimated $1.82K and bringing the position to 310 shares worth $52.8K. The position accounts for 0.02% of the portfolio, ranked #144.

FSA Wealth Management first reported a position in MSTR in Q4 2023 and has held it in 2 quarters since. 531 funds tracked by Wall St. Rank hold MSTR as of Q1 2024.

  • FSA Wealth Management held 310 shares of Strategy Inc worth $52.8K as of Q1 2024.
  • FSA Wealth Management bought 20 Strategy Inc shares in Q1 2024, an estimated $1.82K.
  • Strategy Inc made up 0.02% of FSA Wealth Management's portfolio in Q1 2024, its #144 holding.
  • FSA Wealth Management first reported a position in Strategy Inc in Q4 2023 and has held it in 2 quarters since.
  • 531 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.