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Sugarloaf Wealth Management’s Strategy Inc MSTR Stock Holding History

Sugarloaf 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
2024
Q4 		$4.32K Buy
+15
New +$4.51K ﹤0.01% 583

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sugarloaf Wealth Management's MSTR Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Strategy Inc (MSTR) in Q4 2024: 15 shares worth $4.32K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings.

989 funds tracked by Wall St. Rank hold MSTR as of Q4 2024.

  • Sugarloaf Wealth Management held 15 shares of Strategy Inc worth $4.32K as of Q4 2024.
  • Strategy Inc was a new Sugarloaf Wealth Management position in Q4 2024.
  • Strategy Inc made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #583 holding.
  • 989 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.