Truepoint Inc’s Strategy Inc MSTR Stock Holding History

Truepoint Inc’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	-5,000	Closed	-$272K	–	146
2021 Q4	$272K	Hold	5,000	–	–	0.01%	116
2021 Q3	$289K	Buy	+5,000	New	+$321K	0.01%	112

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Truepoint Inc's MSTR Position: Q1 2022 in Review

Truepoint Inc sold out of Strategy Inc (MSTR) in Q1 2022, closing a stake of 5,000 shares — an estimated $272K sold.

Truepoint Inc first reported a position in MSTR in Q3 2021 and held it in 2 quarters. The position peaked at $289K in Q3 2021. 267 funds tracked by Wall St. Rank hold MSTR as of Q1 2022.

Truepoint Inc reported no remaining Strategy Inc position as of Q1 2022 after selling out during the quarter.
Truepoint Inc sold 5,000 Strategy Inc shares in Q1 2022, an estimated $272K.
Truepoint Inc first reported a position in Strategy Inc in Q3 2021 and held it in 2 quarters.
Truepoint Inc's Strategy Inc position peaked at $289K in Q3 2021.
267 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2022.

Based on Truepoint Inc's 13F filing for Q1 2022, filed 11 May 2022.