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Symmetry Peak Management’s Strategy Inc MSTR Stock Holding History

Symmetry Peak 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
2025
Q3 		– Sell
-12,200
Closed -$4.93M – 152
2025
Q2 		$4.93M Buy
+12,200
New +$4.44M 2.35% 8

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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Symmetry Peak Management's MSTR Position: Q4 2020 in Review

Symmetry Peak Management sold out of Strategy Inc (MSTR) in Q4 2020, closing a stake of 134,580 shares — an estimated $2.03M sold.

Symmetry Peak Management first reported a position in MSTR in Q3 2020 and held it in 1 quarter. The position peaked at $2.03M in Q3 2020. 236 funds tracked by Wall St. Rank hold MSTR as of Q4 2020.

  • Symmetry Peak Management reported no remaining Strategy Inc position as of Q4 2020 after selling out during the quarter.
  • Symmetry Peak Management sold 134,580 Strategy Inc shares in Q4 2020, an estimated $2.03M.
  • Symmetry Peak Management first reported a position in Strategy Inc in Q3 2020 and held it in 1 quarter.
  • Symmetry Peak Management's Strategy Inc position peaked at $2.03M in Q3 2020.
  • 236 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2020.

Based on Symmetry Peak Management's 13F filing for Q4 2020, filed 16 Feb 2021.