AWM
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Accurate Wealth Management’s Strategic Education STRA Stock Holding History

Accurate 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
2023
Q1 		– Sell
-11
Closed -$954 – 1289
2022
Q4 		$954 Buy
+11
New +$816 ﹤0.01% 1378

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Accurate Wealth Management's STRA Position: Q1 2023 in Review

Accurate Wealth Management sold out of Strategic Education (STRA) in Q1 2023, closing a stake of 11 shares — an estimated $954 sold.

Accurate Wealth Management first reported a position in STRA in Q4 2022 and held it in 1 quarter. The position peaked at $954 in Q4 2022. 177 funds tracked by Wall St. Rank hold STRA as of Q1 2023.

  • Accurate Wealth Management reported no remaining Strategic Education position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 11 Strategic Education shares in Q1 2023, an estimated $954.
  • Accurate Wealth Management first reported a position in Strategic Education in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Strategic Education position peaked at $954 in Q4 2022.
  • 177 funds tracked by Wall St. Rank held Strategic Education as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.