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Atria Wealth Solutions’s Strategic Education STRA Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-3,000
Closed -$269K – 1983
2023
Q1 		$269K Buy
+3,000
New +$265K ﹤0.01% 1480

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $4.26B AUM 12.94% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Atria Wealth Solutions's STRA Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Strategic Education (STRA) in Q2 2023, closing a stake of 3,000 shares — an estimated $269K sold.

Atria Wealth Solutions first reported a position in STRA in Q1 2023 and held it in 1 quarter. The position peaked at $269K in Q1 2023. 182 funds tracked by Wall St. Rank hold STRA as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Strategic Education position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,000 Strategic Education shares in Q2 2023, an estimated $269K.
  • Atria Wealth Solutions first reported a position in Strategic Education in Q1 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Strategic Education position peaked at $269K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held Strategic Education as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.