GI
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Gradient Investments’s Strategy Inc MSTR Stock Holding History

Gradient Investments’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 		– Sell
-20
Closed -$2.75K – 925
2024
Q2 		$2.75K Sell
20
-40
-67% -$5.76K ﹤0.01% 937
2024
Q1 		$10.2K Buy
60
+50
+500% +$4.56K ﹤0.01% 637
2023
Q4 		$632 Hold
10
– – ﹤0.01% 1542
2023
Q3 		$328 Hold
10
– – ﹤0.01% 1623
2023
Q2 		$342 Hold
10
– – ﹤0.01% 1583
2023
Q1 		$292 Buy
+10
New +$244 ﹤0.01% 1336
2021
Q2 		– Sell
-30
Closed -$2K – 1224
2021
Q1 		$2K Buy
+30
New +$2.12K ﹤0.01% 1013

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

Gradient Investments's MSTR Position: Q3 2024 in Review

Gradient Investments sold out of Strategy Inc (MSTR) in Q3 2024, closing a stake of 20 shares — an estimated $2.75K sold.

Gradient Investments first reported a position in MSTR in Q1 2021 and held it in 7 quarters. The position peaked at $10.2K in Q1 2024. 660 funds tracked by Wall St. Rank hold MSTR as of Q3 2024.

  • Gradient Investments reported no remaining Strategy Inc position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 20 Strategy Inc shares in Q3 2024, an estimated $2.75K.
  • Gradient Investments first reported a position in Strategy Inc in Q1 2021 and held it in 7 quarters.
  • Gradient Investments's Strategy Inc position peaked at $10.2K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.