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Institutional & Family Asset Management’s Strategy Inc MSTR Stock Holding History

Institutional & Family Asset 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 		– Sell
-50
Closed -$3.16K – 763
2023
Q4 		$3.16K Hold
50
– – ﹤0.01% 532
2023
Q3 		$1.64K Hold
50
– – ﹤0.01% 567
2023
Q2 		$1.71K Hold
50
– – ﹤0.01% 580
2023
Q1 		$1.46K Hold
50
– – ﹤0.01% 587
2022
Q4 		$708 Hold
50
– – ﹤0.01% 636
2022
Q3 		$1K Hold
50
– – ﹤0.01% 655
2022
Q2 		$1K Hold
50
– – ﹤0.01% 672
2022
Q1 		$2K Hold
50
– – ﹤0.01% 654
2021
Q4 		$3K Buy
+50
New +$3.44K ﹤0.01% 632

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

Institutional & Family Asset Management's MSTR Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Strategy Inc (MSTR) in Q1 2024, closing a stake of 50 shares — an estimated $3.16K sold.

Institutional & Family Asset Management first reported a position in MSTR in Q4 2021 and held it in 9 quarters. The position peaked at $3.16K in Q4 2023. 531 funds tracked by Wall St. Rank hold MSTR as of Q1 2024.

  • Institutional & Family Asset Management reported no remaining Strategy Inc position as of Q1 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 50 Strategy Inc shares in Q1 2024, an estimated $3.16K.
  • Institutional & Family Asset Management first reported a position in Strategy Inc in Q4 2021 and held it in 9 quarters.
  • Institutional & Family Asset Management's Strategy Inc position peaked at $3.16K in Q4 2023.
  • 531 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.