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Oliver Lagore Vanvalin Investment Group’s Strategy Inc MSTR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		– Sell
-90
Closed -$15.2K – 715
2024
Q3 		$15.2K Hold
90
– – ﹤0.01% 380
2024
Q2 		$12.4K Hold
90
– – ﹤0.01% 395
2024
Q1 		$15.3K Sell
90
-70
-44% -$6.38K ﹤0.01% 371
2023
Q4 		$10.1K Hold
160
– – ﹤0.01% 408
2023
Q3 		$5.25K Hold
160
– – ﹤0.01% 542
2023
Q2 		$5.48K Hold
160
– – ﹤0.01% 554
2023
Q1 		$4.68K Sell
160
-20
-11% -$488 ﹤0.01% 499
2022
Q4 		$2.55K Sell
180
-170
-49% -$3.48K ﹤0.01% 536
2022
Q3 		$7K Sell
350
-200
-36% -$5.02K ﹤0.01% 392
2022
Q2 		$9K Hold
550
– – 0.01% 348
2022
Q1 		$26K Buy
+550
New +$23.8K 0.02% 233

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MSTR Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Strategy Inc (MSTR) in Q4 2024, closing a stake of 90 shares — an estimated $15.2K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in MSTR in Q1 2022 and held it in 11 quarters. The position peaked at $26K in Q1 2022. 994 funds tracked by Wall St. Rank hold MSTR as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Strategy Inc position as of Q4 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 90 Strategy Inc shares in Q4 2024, an estimated $15.2K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Strategy Inc in Q1 2022 and held it in 11 quarters.
  • Oliver Lagore Vanvalin Investment Group's Strategy Inc position peaked at $26K in Q1 2022.
  • 994 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.