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Beaird Harris Wealth Management’s Stride LRN Stock Holding History

Beaird Harris 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
2024
Q3 		– Sell
-58
Closed -$4.1K – 635
2024
Q2 		$4.1K Buy
+58
New +$3.87K ﹤0.01% 465

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beaird Harris Wealth Management's LRN Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Stride (LRN) in Q3 2024, closing a stake of 58 shares — an estimated $4.1K sold.

Beaird Harris Wealth Management first reported a position in LRN in Q2 2024 and held it in 1 quarter. The position peaked at $4.1K in Q2 2024. 368 funds tracked by Wall St. Rank hold LRN as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Stride position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 58 Stride shares in Q3 2024, an estimated $4.1K.
  • Beaird Harris Wealth Management first reported a position in Stride in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Stride position peaked at $4.1K in Q2 2024.
  • 368 funds tracked by Wall St. Rank held Stride as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.