HGWM
STRA icon

Harvest Group Wealth Management’s Strategic Education STRA Stock Holding History

Harvest Group Wealth Management’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
2020
Q3 		– Sell
-10
Closed -$1K – 811
2020
Q2 		$1K Hold
10
– – ﹤0.01% 421
2020
Q1 		$1K Hold
10
– – ﹤0.01% 434
2019
Q4 		$1K Hold
10
– – ﹤0.01% 866
2019
Q3 		$1K Sell
10
-6
-38% -$1.02K ﹤0.01% 923
2019
Q2 		$2K Buy
16
+6
+60% +$983 ﹤0.01% 603
2019
Q1 		$1K Buy
+10
New +$1.22K ﹤0.01% 845

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Group Wealth Management's STRA Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Strategic Education (STRA) in Q3 2020, closing a stake of 10 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in STRA in Q1 2019 and held it in 6 quarters. The position peaked at $2K in Q2 2019. 197 funds tracked by Wall St. Rank hold STRA as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining Strategic Education position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Strategic Education shares in Q3 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Strategic Education in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Strategic Education position peaked at $2K in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Strategic Education as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.