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Wipfli Financial Advisors’s Strategy Inc MSTR Stock Holding History

Wipfli Financial Advisors’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 		$1K Buy
+50
New +$1.25K ﹤0.01% 2455

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

Wipfli Financial Advisors's MSTR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Strategy Inc (MSTR) in Q3 2022: 50 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2455 among its holdings.

231 funds tracked by Wall St. Rank hold MSTR as of Q3 2022.

  • Wipfli Financial Advisors held 50 shares of Strategy Inc worth $1K as of Q3 2022.
  • Strategy Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • Strategy Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2455 holding.
  • 231 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.