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Jamison Private Wealth Management’s Stride LRN Stock Holding History

Jamison Private Wealth Management’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
2024
Q4 		– Sell
-32
Closed -$2.73K – 353
2024
Q3 		$2.73K Hold
32
– – ﹤0.01% 408
2024
Q2 		$2.26K Hold
32
– – ﹤0.01% 385
2024
Q1 		$2.02K Hold
32
– – ﹤0.01% 398
2023
Q4 		$1.9K Hold
32
– – ﹤0.01% 369
2023
Q3 		$1.44K Buy
+32
New +$1.3K ﹤0.01% 371

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jamison Private Wealth Management's LRN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Stride (LRN) in Q4 2024, closing a stake of 32 shares — an estimated $2.73K sold.

Jamison Private Wealth Management first reported a position in LRN in Q3 2023 and held it in 5 quarters. The position peaked at $2.73K in Q3 2024. 410 funds tracked by Wall St. Rank hold LRN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Stride position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 32 Stride shares in Q4 2024, an estimated $2.73K.
  • Jamison Private Wealth Management first reported a position in Stride in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Stride position peaked at $2.73K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Stride as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.