Lenox Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-10	Closed	-$1K	–	911
2021 Q4	$1K	Buy	+10	New	+$687	﹤0.01%	875

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lenox Wealth Advisors's MSTR Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Strategy Inc (MSTR) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in MSTR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 268 funds tracked by Wall St. Rank hold MSTR as of Q1 2022.

Lenox Wealth Advisors reported no remaining Strategy Inc position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 10 Strategy Inc shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Strategy Inc in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Strategy Inc position peaked at $1K in Q4 2021.
268 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.