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Wealthcare Capital Management’s Strategy Inc MSTR Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-20
Closed -$1K – 444
2021
Q1 		$1K Buy
+20
New +$1.41K ﹤0.01% 696
2015
Q2 		– Sell
-150
Closed – – 694
2015
Q1 		$0 Buy
+150
New +$2.53K ﹤0.01% 977

Other funds holding MSTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealthcare Capital Management's MSTR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Strategy Inc (MSTR) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in MSTR in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 269 funds tracked by Wall St. Rank hold MSTR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Strategy Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 20 Strategy Inc shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Strategy Inc in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Strategy Inc position peaked at $1K in Q1 2021.
  • 269 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.