AF
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Advisornet Financial’s Strategic Education STRA Stock Holding History

Advisornet Financial’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
-5
Closed -$462 – 2473
2023
Q4 		$462 Buy
5
+2
+67% +$173 ﹤0.01% 2123
2023
Q3 		$226 Sell
3
-32
-91% -$2.35K ﹤0.01% 2121
2023
Q2 		$2.37K Sell
35
-1
-3% -$82 ﹤0.01% 1670
2023
Q1 		$3.23K Buy
36
+1
+3% +$88 ﹤0.01% 1583
2022
Q4 		$2.74K Buy
35
+5
+17% +$371 ﹤0.01% 1599
2022
Q3 		$2K Hold
30
– – ﹤0.01% 1709
2022
Q2 		$2K Hold
30
– – ﹤0.01% 1735
2022
Q1 		$2K Hold
30
– – ﹤0.01% 1818
2021
Q4 		$2K Hold
30
– – ﹤0.01% 1853
2021
Q3 		$2K Sell
30
-3,193
-99% -$238K ﹤0.01% 1773
2021
Q2 		$245K Buy
3,223
+3,193
+10,643% +$255K 0.02% 546
2021
Q1 		$3K Hold
30
– – ﹤0.01% 1608
2020
Q4 		$3K Hold
30
– – ﹤0.01% 1519
2020
Q3 		$3K Hold
30
– – ﹤0.01% 1518
2020
Q2 		$5K Hold
30
– – ﹤0.01% 1461
2020
Q1 		$4K Hold
30
– – ﹤0.01% 1488
2019
Q4 		$5K Sell
30
-57
-66% -$7.91K ﹤0.01% 1557
2019
Q3 		$12K Hold
87
– – ﹤0.01% 1331
2019
Q2 		$15K Hold
87
– – ﹤0.01% 1137
2019
Q1 		$11K Buy
+87
New +$10.6K ﹤0.01% 1157

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

Advisornet Financial's STRA Position: Q1 2024 in Review

Advisornet Financial sold out of Strategic Education (STRA) in Q1 2024, closing a stake of 5 shares — an estimated $462 sold.

Advisornet Financial first reported a position in STRA in Q1 2019 and held it in 20 quarters. The position peaked at $245K in Q2 2021. 223 funds tracked by Wall St. Rank hold STRA as of Q1 2024.

  • Advisornet Financial reported no remaining Strategic Education position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 5 Strategic Education shares in Q1 2024, an estimated $462.
  • Advisornet Financial first reported a position in Strategic Education in Q1 2019 and held it in 20 quarters.
  • Advisornet Financial's Strategic Education position peaked at $245K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Strategic Education as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.