JWA
LRN icon

JFS Wealth Advisors’s Stride LRN Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$2.33K Buy
27
+3
+13% +$276 ﹤0.01% 1559
2026
Q1 		$2.12K Sell
24
-1
-4% -$81 ﹤0.01% 1488
2025
Q4 		$1.62K Sell
25
-7
-22% -$636 ﹤0.01% 1608
2025
Q3 		$4.77K Hold
32
– – ﹤0.01% 1132
2025
Q2 		$4.65K Hold
32
– – ﹤0.01% 1111
2025
Q1 		$4.05K Buy
32
+6
+23% +$758 ﹤0.01% 1212
2024
Q4 		$2.7K Buy
26
+5
+24% +$476 ﹤0.01% 1355
2024
Q3 		$1.79K Buy
21
+5
+31% +$386 ﹤0.01% 1531
2024
Q2 		$1.13K Buy
16
+7
+78% +$467 ﹤0.01% 1643
2024
Q1 		$568 Hold
9
– – ﹤0.01% 1766
2023
Q4 		$535 Buy
9
+4
+80% +$219 ﹤0.01% 1791
2023
Q3 		$226 Buy
5
+1
+25% +$41 ﹤0.01% 1849
2023
Q2 		$149 Hold
4
– – ﹤0.01% 1902
2023
Q1 		$157 Buy
4
+1
+33% +$39 ﹤0.01% 1850
2022
Q4 		$94 Sell
3
-2
-40% -$73 ﹤0.01% 1884
2022
Q3 		$0 Buy
+5
New +$201 ﹤0.01% 1845

Other funds holding LRN

KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return