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Harvest Group Wealth Management’s Strategy Inc MSTR Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-70
Closed – – 804
2019
Q4 		$0 Hold
70
– – ﹤0.01% 1006
2019
Q3 		$1K Buy
+70
New +$959 ﹤0.01% 885

Other funds holding MSTR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Harvest Group Wealth Management's MSTR Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Strategy Inc (MSTR) in Q1 2020, closing a stake of 70 shares.

Harvest Group Wealth Management first reported a position in MSTR in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 170 funds tracked by Wall St. Rank hold MSTR as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Strategy Inc position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 70 Strategy Inc shares in Q1 2020.
  • Harvest Group Wealth Management first reported a position in Strategy Inc in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Strategy Inc position peaked at $1K in Q3 2019.
  • 170 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.