Clearview Wealth Advisors’s Stride LRN Stock Holding History

Clearview Wealth 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
2023 Q4	–	Sell	-7,252	Closed	-$327K	–	124
2023 Q3	$327K	Buy	+7,252	New	+$295K	0.4%	81

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearview Wealth Advisors's LRN Position: Q4 2023 in Review

Clearview Wealth Advisors sold out of Stride (LRN) in Q4 2023, closing a stake of 7,252 shares — an estimated $327K sold.

Clearview Wealth Advisors first reported a position in LRN in Q3 2023 and held it in 1 quarter. The position peaked at $327K in Q3 2023. 295 funds tracked by Wall St. Rank hold LRN as of Q4 2023.

Clearview Wealth Advisors reported no remaining Stride position as of Q4 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 7,252 Stride shares in Q4 2023, an estimated $327K.
Clearview Wealth Advisors first reported a position in Stride in Q3 2023 and held it in 1 quarter.
Clearview Wealth Advisors's Stride position peaked at $327K in Q3 2023.
295 funds tracked by Wall St. Rank held Stride as of Q4 2023.

Based on Clearview Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.