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Toth Financial Advisory’s Strategy Inc MSTR Stock Holding History

Toth Financial Advisory’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
Q1 		– Sell
-10
Closed -$1K – 771
2021
Q4 		$1K Hold
10
– – ﹤0.01% 700
2021
Q3 		$1K Hold
10
– – ﹤0.01% 715
2021
Q2 		$1K Buy
+10
New +$592 ﹤0.01% 653

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Toth Financial Advisory's MSTR Position: Q1 2022 in Review

Toth Financial Advisory sold out of Strategy Inc (MSTR) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in MSTR in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 267 funds tracked by Wall St. Rank hold MSTR as of Q1 2022.

  • Toth Financial Advisory reported no remaining Strategy Inc position as of Q1 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 10 Strategy Inc shares in Q1 2022, an estimated $1K.
  • Toth Financial Advisory first reported a position in Strategy Inc in Q2 2021 and held it in 3 quarters.
  • Toth Financial Advisory's Strategy Inc position peaked at $1K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2022.

Based on Toth Financial Advisory's 13F filing for Q1 2022, filed 26 Apr 2022.