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Simplicity Solutions’s Strategy Inc MSTR Stock Holding History

Simplicity Solutions’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
Q4 		$269K Buy
+4,260
New +$202K 0.01% 871

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions's MSTR Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Strategy Inc (MSTR) in Q4 2023: 4,260 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #871 among its holdings.

369 funds tracked by Wall St. Rank hold MSTR as of Q4 2023.

  • Simplicity Solutions held 4,260 shares of Strategy Inc worth $269K as of Q4 2023.
  • Strategy Inc was a new Simplicity Solutions position in Q4 2023.
  • Strategy Inc made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #871 holding.
  • 369 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.