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IndexIQ Advisors’s Strategy Inc MSTR Stock Holding History

IndexIQ Advisors’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
2021
Q1 		– Sell
-17,730
Closed -$689K – 1252
2020
Q4 		$689K Buy
17,730
+1,830
+12% +$42.7K 0.03% 288
2020
Q3 		$239K Buy
15,900
+860
+6% +$11.6K 0.01% 515
2020
Q2 		$178K Sell
15,040
-1,930
-11% -$23.5K 0.01% 691
2020
Q1 		$200K Buy
+16,970
New +$230K 0.01% 302
2019
Q1 		– Sell
-162,970
Closed -$2.08M – 649
2018
Q4 		$2.08M Sell
162,970
-13,260
-8% -$168K 0.06% 218
2018
Q3 		$2.48M Buy
176,230
+6,650
+4% +$93.4K 0.08% 234
2018
Q2 		$2.17M Buy
169,580
+15,140
+10% +$197K 0.07% 319
2018
Q1 		$1.99M Buy
+154,440
New +$2.08M 0.06% 360

Other funds holding MSTR

BlackRock
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Steadview Capital Management London, United Kingdom $227M AUM 56.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

IndexIQ Advisors's MSTR Position: Q1 2021 in Review

IndexIQ Advisors sold out of Strategy Inc (MSTR) in Q1 2021, closing a stake of 17,730 shares — an estimated $689K sold.

IndexIQ Advisors first reported a position in MSTR in Q1 2018 and held it in 8 quarters. The position peaked at $2.48M in Q3 2018. 286 funds tracked by Wall St. Rank hold MSTR as of Q1 2021.

  • IndexIQ Advisors reported no remaining Strategy Inc position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 17,730 Strategy Inc shares in Q1 2021, an estimated $689K.
  • IndexIQ Advisors first reported a position in Strategy Inc in Q1 2018 and held it in 8 quarters.
  • IndexIQ Advisors's Strategy Inc position peaked at $2.48M in Q3 2018.
  • 286 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.