Minot Wealth Management’s Strategy Inc MSTR Stock Holding History

Minot Wealth Management’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	-4,030	Closed	-$274K	–	221
2021 Q1	$274K	Buy	+4,030	New	+$285K	0.07%	143

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

Minot Wealth Management's MSTR Position: Q2 2021 in Review

Minot Wealth Management sold out of Strategy Inc (MSTR) in Q2 2021, closing a stake of 4,030 shares — an estimated $274K sold.

Minot Wealth Management first reported a position in MSTR in Q1 2021 and held it in 1 quarter. The position peaked at $274K in Q1 2021. 269 funds tracked by Wall St. Rank hold MSTR as of Q2 2021.

Minot Wealth Management reported no remaining Strategy Inc position as of Q2 2021 after selling out during the quarter.
Minot Wealth Management sold 4,030 Strategy Inc shares in Q2 2021, an estimated $274K.
Minot Wealth Management first reported a position in Strategy Inc in Q1 2021 and held it in 1 quarter.
Minot Wealth Management's Strategy Inc position peaked at $274K in Q1 2021.
269 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2021.

Based on Minot Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.