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1900 Wealth Management’s Strategic Education STRA Stock Holding History

1900 Wealth Management’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,305
Closed -$305K – 284
2023
Q4 		$305K Hold
3,305
– – 0.03% 241
2023
Q3 		$249K Buy
+3,305
New +$243K 0.02% 262

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

1900 Wealth Management's STRA Position: Q1 2024 in Review

1900 Wealth Management sold out of Strategic Education (STRA) in Q1 2024, closing a stake of 3,305 shares — an estimated $305K sold.

1900 Wealth Management first reported a position in STRA in Q3 2023 and held it in 2 quarters. The position peaked at $305K in Q4 2023. 223 funds tracked by Wall St. Rank hold STRA as of Q1 2024.

  • 1900 Wealth Management reported no remaining Strategic Education position as of Q1 2024 after selling out during the quarter.
  • 1900 Wealth Management sold 3,305 Strategic Education shares in Q1 2024, an estimated $305K.
  • 1900 Wealth Management first reported a position in Strategic Education in Q3 2023 and held it in 2 quarters.
  • 1900 Wealth Management's Strategic Education position peaked at $305K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held Strategic Education as of Q1 2024.

Based on 1900 Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.