DWA
LTRE

Douglass Winthrop Advisors’s LEARNING TREE INTL INC LTRE Stock Holding History

Douglass Winthrop Advisors’s Portfolio LTRE Stock Details LTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,025
Closed -$15K – 245
2023
Q1 		$15K Buy
+14,025
New +$15K ﹤0.01% 239

Other funds holding LTRE

BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Douglass Winthrop Advisors's LTRE Position: Q2 2023 in Review

Douglass Winthrop Advisors sold out of LEARNING TREE INTL INC (LTRE) in Q2 2023, closing a stake of 14,025 shares — an estimated $15K sold.

Douglass Winthrop Advisors first reported a position in LTRE in Q1 2023 and held it in 1 quarter. The position peaked at $15K in Q1 2023. 2 funds tracked by Wall St. Rank hold LTRE as of Q2 2023.

  • Douglass Winthrop Advisors reported no remaining LEARNING TREE INTL INC position as of Q2 2023 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 14,025 LEARNING TREE INTL INC shares in Q2 2023, an estimated $15K.
  • Douglass Winthrop Advisors first reported a position in LEARNING TREE INTL INC in Q1 2023 and held it in 1 quarter.
  • Douglass Winthrop Advisors's LEARNING TREE INTL INC position peaked at $15K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held LEARNING TREE INTL INC as of Q2 2023.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.