Janiczek Wealth Management’s Strategic Education STRA Stock Holding History

Janiczek 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
2024 Q2	$664	Hold	6	–	–	﹤0.01%	974
2024 Q1	$625	Hold	6	–	–	﹤0.01%	985
2023 Q4	$555	Hold	6	–	–	﹤0.01%	992
2023 Q3	$452	Hold	6	–	–	﹤0.01%	985
2023 Q2	$408	Hold	6	–	–	﹤0.01%	926
2023 Q1	$563	Hold	6	–	–	﹤0.01%	897
2022 Q4	$526	Hold	6	–	–	﹤0.01%	910
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1049
2022 Q2	$0	Sell	6 -120	-95%	-$7.96K	﹤0.01%	1063
2022 Q1	$8K	Hold	126	–	–	﹤0.01%	611
2021 Q4	$7K	Sell	126 -276	-69%	-$17.3K	﹤0.01%	649
2021 Q3	$28K	Buy	402 +39	+11%	+$2.91K	0.01%	395
2021 Q2	$28K	Buy	363 +141	+64%	+$11.2K	0.01%	364
2021 Q1	$20K	Buy	222 +84	+61%	+$7.54K	0.01%	405
2020 Q4	$13K	Buy	138 +97	+237%	+$9.01K	0.01%	423
2020 Q3	$4K	Buy	+41	New	+$4.98K	﹤0.01%	403

Other funds holding STRA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janiczek Wealth Management's STRA Position: Q2 2024 in Review

Janiczek Wealth Management held its Strategic Education (STRA) position steady in Q2 2024 at 6 shares worth $664. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Janiczek Wealth Management first reported a position in STRA in Q3 2020 and has held it in 16 quarters since. The position peaked at $28K in Q3 2021. 269 funds tracked by Wall St. Rank hold STRA as of Q2 2024.

Janiczek Wealth Management held 6 shares of Strategic Education worth $664 as of Q2 2024.
Janiczek Wealth Management left its Strategic Education share count unchanged in Q2 2024.
Strategic Education made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #974 holding.
Janiczek Wealth Management first reported a position in Strategic Education in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Strategic Education position peaked at $28K in Q3 2021.
269 funds tracked by Wall St. Rank held Strategic Education as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.