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Halpern Financial’s Strategy Inc MSTR Stock Holding History

Halpern Financial’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
Q4 		– Sell
-50
Closed -$1.06K – 213
2022
Q3 		$1.06K Hold
50
– – ﹤0.01% 184
2022
Q2 		$822 Hold
50
– – ﹤0.01% 291
2022
Q1 		$2.43K Buy
+50
New +$2.16K ﹤0.01% 198

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return

Halpern Financial's MSTR Position: Q4 2022 in Review

Halpern Financial sold out of Strategy Inc (MSTR) in Q4 2022, closing a stake of 50 shares — an estimated $1.06K sold.

Halpern Financial first reported a position in MSTR in Q1 2022 and held it in 3 quarters. The position peaked at $2.43K in Q1 2022. 212 funds tracked by Wall St. Rank hold MSTR as of Q4 2022.

  • Halpern Financial reported no remaining Strategy Inc position as of Q4 2022 after selling out during the quarter.
  • Halpern Financial sold 50 Strategy Inc shares in Q4 2022, an estimated $1.06K.
  • Halpern Financial first reported a position in Strategy Inc in Q1 2022 and held it in 3 quarters.
  • Halpern Financial's Strategy Inc position peaked at $2.43K in Q1 2022.
  • 212 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2022.

Based on Halpern Financial's 13F filing for Q4 2022, filed 21 Sep 2023.