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Baldwin Wealth Partners’s Stride LRN Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-3,200
Closed -$273K – 684
2024
Q3 		$273K Buy
+3,200
New +$247K 0.02% 284
2016
Q2 		– Sell
-235
Closed -$2K – 471
2016
Q1 		$2K Buy
+235
New +$2.22K ﹤0.01% 464

Other funds holding LRN

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Baldwin Wealth Partners's LRN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Stride (LRN) in Q4 2024, closing a stake of 3,200 shares — an estimated $273K sold.

Baldwin Wealth Partners first reported a position in LRN in Q1 2016 and held it in 2 quarters. The position peaked at $273K in Q3 2024. 410 funds tracked by Wall St. Rank hold LRN as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Stride position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 3,200 Stride shares in Q4 2024, an estimated $273K.
  • Baldwin Wealth Partners first reported a position in Stride in Q1 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's Stride position peaked at $273K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Stride as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.