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Kapitalo Investimentos’s Strategy Inc MSTR Stock Holding History

Kapitalo Investimentos’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
-3,120
Closed -$197K – 452
2023
Q4 		$197K Buy
3,120
+640
+26% +$30.3K 0.04% 278
2023
Q3 		$81.4K Buy
+2,480
New +$93.4K 0.01% 421

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

Kapitalo Investimentos's MSTR Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Strategy Inc (MSTR) in Q1 2024, closing a stake of 3,120 shares — an estimated $197K sold.

Kapitalo Investimentos first reported a position in MSTR in Q3 2023 and held it in 2 quarters. The position peaked at $197K in Q4 2023. 531 funds tracked by Wall St. Rank hold MSTR as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Strategy Inc position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,120 Strategy Inc shares in Q1 2024, an estimated $197K.
  • Kapitalo Investimentos first reported a position in Strategy Inc in Q3 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Strategy Inc position peaked at $197K in Q4 2023.
  • 531 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.