LM Advisors’s Strategy Inc MSTR Stock Holding History

LM 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
2024 Q1	–	Sell	-30	Closed	-$1.97K	–	537
2023 Q4	$1.97K	Buy	+30	New	+$1.42K	﹤0.01%	666

Other funds holding MSTR

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LM Advisors's MSTR Position: Q1 2024 in Review

LM Advisors sold out of Strategy Inc (MSTR) in Q1 2024, closing a stake of 30 shares — an estimated $1.97K sold.

LM Advisors first reported a position in MSTR in Q4 2023 and held it in 1 quarter. The position peaked at $1.97K in Q4 2023. 531 funds tracked by Wall St. Rank hold MSTR as of Q1 2024.

LM Advisors reported no remaining Strategy Inc position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 30 Strategy Inc shares in Q1 2024, an estimated $1.97K.
LM Advisors first reported a position in Strategy Inc in Q4 2023 and held it in 1 quarter.
LM Advisors's Strategy Inc position peaked at $1.97K in Q4 2023.
531 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.