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Tyler-Stone Wealth Management’s Strategy Inc MSTR Stock Holding History

Tyler-Stone 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
Q4 		– Sell
-150
Closed -$3K – 888
2022
Q3 		$3K Hold
150
– – ﹤0.01% 717
2022
Q2 		$2K Buy
+150
New +$4.34K ﹤0.01% 767

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return

Tyler-Stone Wealth Management's MSTR Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of Strategy Inc (MSTR) in Q4 2022, closing a stake of 150 shares — an estimated $3K sold.

Tyler-Stone Wealth Management first reported a position in MSTR in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 212 funds tracked by Wall St. Rank hold MSTR as of Q4 2022.

  • Tyler-Stone Wealth Management reported no remaining Strategy Inc position as of Q4 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 150 Strategy Inc shares in Q4 2022, an estimated $3K.
  • Tyler-Stone Wealth Management first reported a position in Strategy Inc in Q2 2022 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Strategy Inc position peaked at $3K in Q3 2022.
  • 212 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.