Capital Performance Advisors’s Stride LRN Stock Holding History

Capital Performance Advisors’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	-7	Closed	-$597	–	1576
2024 Q3	$597	Buy	+7	New	+$541	﹤0.01%	2167

Other funds holding LRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Performance Advisors's LRN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Stride (LRN) in Q4 2024, closing a stake of 7 shares — an estimated $597 sold.

Capital Performance Advisors first reported a position in LRN in Q3 2024 and held it in 1 quarter. The position peaked at $597 in Q3 2024. 410 funds tracked by Wall St. Rank hold LRN as of Q4 2024.

Capital Performance Advisors reported no remaining Stride position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 7 Stride shares in Q4 2024, an estimated $597.
Capital Performance Advisors first reported a position in Stride in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Stride position peaked at $597 in Q3 2024.
410 funds tracked by Wall St. Rank held Stride as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.