Romano Brothers & Co’s Strategy Inc MSTR Stock Holding History

Romano Brothers & Co’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
2023 Q1	–	Sell	-20	Closed	-$283	–	705
2022 Q4	$283	Buy	+20	New	+$409	﹤0.01%	1033

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Romano Brothers & Co's MSTR Position: Q1 2023 in Review

Romano Brothers & Co sold out of Strategy Inc (MSTR) in Q1 2023, closing a stake of 20 shares — an estimated $283 sold.

Romano Brothers & Co first reported a position in MSTR in Q4 2022 and held it in 1 quarter. The position peaked at $283 in Q4 2022. 251 funds tracked by Wall St. Rank hold MSTR as of Q1 2023.

Romano Brothers & Co reported no remaining Strategy Inc position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 20 Strategy Inc shares in Q1 2023, an estimated $283.
Romano Brothers & Co first reported a position in Strategy Inc in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Strategy Inc position peaked at $283 in Q4 2022.
251 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.