TCWM
MSTR icon

Total Clarity Wealth Management’s Strategy Inc MSTR Stock Holding History

Total Clarity 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
2022
Q3 		– Sell
-400
Closed -$7K – 696
2022
Q2 		$7K Buy
+400
New +$11.6K ﹤0.01% 753
2022
Q1 		– Sell
-400
Closed -$22K – 643
2021
Q4 		$22K Hold
400
– – 0.01% 550
2021
Q3 		$23K Buy
+400
New +$25.6K 0.01% 537
2021
Q2 		– Sell
-400
Closed -$27K – 530
2021
Q1 		$27K Buy
+400
New +$28.3K 0.02% 418

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Total Clarity Wealth Management's MSTR Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Strategy Inc (MSTR) in Q3 2022, closing a stake of 400 shares — an estimated $7K sold.

Total Clarity Wealth Management first reported a position in MSTR in Q1 2021 and held it in 4 quarters. The position peaked at $27K in Q1 2021. 231 funds tracked by Wall St. Rank hold MSTR as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Strategy Inc position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 400 Strategy Inc shares in Q3 2022, an estimated $7K.
  • Total Clarity Wealth Management first reported a position in Strategy Inc in Q1 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's Strategy Inc position peaked at $27K in Q1 2021.
  • 231 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.