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Fortis Advisors’s Strategic Education STRA Stock Holding History

Fortis Advisors’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
2018
Q4 		– Sell
-1,289
Closed -$177K – 329
2018
Q3 		$177K Buy
+1,289
New +$165K 0.1% 84

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return

Fortis Advisors's STRA Position: Q4 2018 in Review

Fortis Advisors sold out of Strategic Education (STRA) in Q4 2018, closing a stake of 1,289 shares — an estimated $177K sold.

Fortis Advisors first reported a position in STRA in Q3 2018 and held it in 1 quarter. The position peaked at $177K in Q3 2018. 186 funds tracked by Wall St. Rank hold STRA as of Q4 2018.

  • Fortis Advisors reported no remaining Strategic Education position as of Q4 2018 after selling out during the quarter.
  • Fortis Advisors sold 1,289 Strategic Education shares in Q4 2018, an estimated $177K.
  • Fortis Advisors first reported a position in Strategic Education in Q3 2018 and held it in 1 quarter.
  • Fortis Advisors's Strategic Education position peaked at $177K in Q3 2018.
  • 186 funds tracked by Wall St. Rank held Strategic Education as of Q4 2018.

Based on Fortis Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.