Anyways let's be frank if it actually comes to the extent that they are lagging in stock value, they would likely end up still buying some bitcoins. That's part of the reasons why I don't fancy the opinion of big firms because a great deal of their decisions are profit minded and you see them flipping sides easily to protect their stock market.
I wonder what was the thought process behind this decision. Do they just not want to be associated with bitcoin? Do they think that they would be fine without bitcoin? Regardless, holding bitcoin will give them some benefits as I am sure that many investors who for some reason don't want to just directly buy bitcoin would want to buy their stocks if they were to hold bitcoin. That is what basically what happened with Microstrategy who bought bitcoin when it was cheap and people started buying more of their stocks due to this. Not only has their value gone up but they are also earning from buying bitcoin.
To me, if you had a chance to buy bitcoin at such a crucial time but don't you are just missing out on a good opportunity.