AWM
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Avior Wealth Management’s Stride LRN Stock Holding History

Avior Wealth Management’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-83
Closed -$8.63K – 1658
2024
Q4 		$8.63K Hold
83
– – ﹤0.01% 1672
2024
Q3 		$7.08K Hold
83
– – ﹤0.01% 1657
2024
Q2 		$5.85K Sell
83
-18
-18% -$1.2K ﹤0.01% 1679
2024
Q1 		$6.37K Buy
101
+18
+22% +$1.08K ﹤0.01% 2012
2023
Q4 		$4.93K Hold
83
– – ﹤0.01% 1148
2023
Q3 		$3.74K Hold
83
– – ﹤0.01% 1273
2023
Q2 		$3.09K Hold
83
– – ﹤0.01% 1293
2023
Q1 		$3.26K Buy
+83
New +$3.26K ﹤0.01% 1324

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Avior Wealth Management's LRN Position: Q1 2025 in Review

Avior Wealth Management sold out of Stride (LRN) in Q1 2025, closing a stake of 83 shares — an estimated $8.63K sold.

Avior Wealth Management first reported a position in LRN in Q1 2023 and held it in 8 quarters. The position peaked at $8.63K in Q4 2024. 473 funds tracked by Wall St. Rank hold LRN as of Q1 2025.

  • Avior Wealth Management reported no remaining Stride position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 83 Stride shares in Q1 2025, an estimated $8.63K.
  • Avior Wealth Management first reported a position in Stride in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Stride position peaked at $8.63K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Stride as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.