Lee Financial’s Strategy Inc MSTR Stock Holding History

Lee Financial’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 Q2	–	Sell	-2,510	Closed	-$170K	–	679
2021 Q1	$170K	Buy	+2,510	New	+$177K	0.04%	139

Other funds holding MSTR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lee Financial's MSTR Position: Q2 2021 in Review

Lee Financial sold out of Strategy Inc (MSTR) in Q2 2021, closing a stake of 2,510 shares — an estimated $170K sold.

Lee Financial first reported a position in MSTR in Q1 2021 and held it in 1 quarter. The position peaked at $170K in Q1 2021. 269 funds tracked by Wall St. Rank hold MSTR as of Q2 2021.

Lee Financial reported no remaining Strategy Inc position as of Q2 2021 after selling out during the quarter.
Lee Financial sold 2,510 Strategy Inc shares in Q2 2021, an estimated $170K.
Lee Financial first reported a position in Strategy Inc in Q1 2021 and held it in 1 quarter.
Lee Financial's Strategy Inc position peaked at $170K in Q1 2021.
269 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2021.

Based on Lee Financial's 13F filing for Q2 2021, filed 4 Aug 2021.