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

Avior 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
2025
Q1 		– Sell
-113
Closed -$10.6K – 2131
2024
Q4 		$10.6K Hold
113
– – ﹤0.01% 1600
2024
Q3 		$10.5K Hold
113
– – ﹤0.01% 1544
2024
Q2 		$12.5K Sell
113
-27
-19% -$2.99K ﹤0.01% 1451
2024
Q1 		$14.6K Buy
+140
New +$13.7K ﹤0.01% 1724
2021
Q4 		– Sell
-50
Closed -$3K – 1218
2021
Q3 		$3K Hold
50
– – ﹤0.01% 912
2021
Q2 		$3K Hold
50
– – ﹤0.01% 875
2021
Q1 		$4K Hold
50
– – ﹤0.01% 867
2020
Q4 		$4K Buy
+50
New +$4.64K ﹤0.01% 816

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Avior Wealth Management sold out of Strategic Education (STRA) in Q1 2025, closing a stake of 113 shares — an estimated $10.6K sold.

Avior Wealth Management first reported a position in STRA in Q4 2020 and held it in 8 quarters. The position peaked at $14.6K in Q1 2024. 237 funds tracked by Wall St. Rank hold STRA as of Q1 2025.

  • Avior Wealth Management reported no remaining Strategic Education position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 113 Strategic Education shares in Q1 2025, an estimated $10.6K.
  • Avior Wealth Management first reported a position in Strategic Education in Q4 2020 and held it in 8 quarters.
  • Avior Wealth Management's Strategic Education position peaked at $14.6K in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Strategic Education as of Q1 2025.

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