JOYN Advisors’s Strategy Inc MSTR Stock Holding History

JOYN 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
2019 Q1	–	Sell	-140	Closed	-$2K	–	910
2018 Q4	$2K	Sell	140 -190	-58%	-$2.41K	﹤0.01%	1507
2018 Q3	$5K	Buy	330 +250	+313%	+$3.51K	﹤0.01%	1193
2018 Q2	$1K	Buy	+80	New	+$1.04K	﹤0.01%	1618

Other funds holding MSTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

JOYN Advisors's MSTR Position: Q1 2019 in Review

JOYN Advisors sold out of Strategy Inc (MSTR) in Q1 2019, closing a stake of 140 shares — an estimated $2K sold.

JOYN Advisors first reported a position in MSTR in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 177 funds tracked by Wall St. Rank hold MSTR as of Q1 2019.

JOYN Advisors reported no remaining Strategy Inc position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 140 Strategy Inc shares in Q1 2019, an estimated $2K.
JOYN Advisors first reported a position in Strategy Inc in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Strategy Inc position peaked at $5K in Q3 2018.
177 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.