Revere Asset Management’s Strategy Inc MSTR Stock Holding History

Revere Asset 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
2024 Q4	–	Sell	-10,782	Closed	-$1.82M	–	30
2024 Q3	$1.82M	Buy	+10,782	New	+$1.54M	1.45%	15

Other funds holding MSTR

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

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

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

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Revere Asset Management's MSTR Position: Q4 2024 in Review

Revere Asset Management sold out of Strategy Inc (MSTR) in Q4 2024, closing a stake of 10,782 shares — an estimated $1.82M sold.

Revere Asset Management first reported a position in MSTR in Q3 2024 and held it in 1 quarter. The position peaked at $1.82M in Q3 2024. 994 funds tracked by Wall St. Rank hold MSTR as of Q4 2024.

Revere Asset Management reported no remaining Strategy Inc position as of Q4 2024 after selling out during the quarter.
Revere Asset Management sold 10,782 Strategy Inc shares in Q4 2024, an estimated $1.82M.
Revere Asset Management first reported a position in Strategy Inc in Q3 2024 and held it in 1 quarter.
Revere Asset Management's Strategy Inc position peaked at $1.82M in Q3 2024.
994 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2024.

Based on Revere Asset Management's 13F filing for Q4 2024, filed 25 Feb 2026.