WT Wealth Management’s Strategy Inc MSTR Stock Holding History

WT 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
2024 Q3	–	Sell	-1,500	Closed	-$207K	–	135
2024 Q2	$207K	Buy	+1,500	New	+$216K	0.07%	113

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

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

BlackRock New York $5.72T AUM 30.48% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CSD

Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return

WT Wealth Management's MSTR Position: Q3 2024 in Review

WT Wealth Management sold out of Strategy Inc (MSTR) in Q3 2024, closing a stake of 1,500 shares — an estimated $207K sold.

WT Wealth Management first reported a position in MSTR in Q2 2024 and held it in 1 quarter. The position peaked at $207K in Q2 2024. 660 funds tracked by Wall St. Rank hold MSTR as of Q3 2024.

WT Wealth Management reported no remaining Strategy Inc position as of Q3 2024 after selling out during the quarter.
WT Wealth Management sold 1,500 Strategy Inc shares in Q3 2024, an estimated $207K.
WT Wealth Management first reported a position in Strategy Inc in Q2 2024 and held it in 1 quarter.
WT Wealth Management's Strategy Inc position peaked at $207K in Q2 2024.
660 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2024.

Based on WT Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.