Corient Private Wealth
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Corient Private Wealth’s Strategic Education STRA Stock Holding History

Corient Private Wealth’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
Q2 		$890K Sell
2025
Q1 		$954K Buy
2024
Q4 		$1.06M Sell
2024
Q3 		$1.13M Buy
2024
Q2 		$1.08M Buy
2024
Q1 		$602K Buy
2023
Q4 		$425K Buy
2023
Q3 		$346K Buy
2023
Q2 		$312K Hold
2023
Q1 		$413K Buy