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JP Morgan Private Wealth Advisors’s Strategic Education STRA Stock Holding History

JP Morgan Private Wealth 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
2022
Q2 		– Sell
-9,248
Closed -$614K – 2019
2022
Q1 		$614K Sell
9,248
-872
-9% -$51.2K ﹤0.01% 1445
2021
Q4 		$585K Sell
10,120
-8,792
-46% -$551K ﹤0.01% 1489
2021
Q3 		$1.33M Buy
18,912
+14,266
+307% +$1.06M ﹤0.01% 1076
2021
Q2 		$353K Sell
4,646
-74
-2% -$5.9K ﹤0.01% 1625
2021
Q1 		$434K Sell
4,720
-256
-5% -$23K ﹤0.01% 1375
2020
Q4 		$474K Sell
4,976
-1,684
-25% -$156K ﹤0.01% 1311
2020
Q3 		$609K Sell
6,660
-322
-5% -$39.1K ﹤0.01% 1078
2020
Q2 		$1.07M Buy
6,982
+524
+8% +$81.7K ﹤0.01% 780
2020
Q1 		$903K Buy
6,458
+701
+12% +$107K 0.01% 742
2019
Q4 		$915K Sell
5,757
-125
-2% -$17.4K ﹤0.01% 831
2019
Q3 		$799K Buy
5,882
+1,696
+41% +$289K ﹤0.01% 836
2019
Q2 		$745K Sell
4,186
-218
-5% -$35.7K ﹤0.01% 853
2019
Q1 		$578K Buy
4,404
+742
+20% +$90.4K ﹤0.01% 975
2018
Q4 		$415K Sell
3,662
-1,572
-30% -$200K ﹤0.01% 1037
2018
Q3 		$717K Buy
+5,234
New +$672K ﹤0.01% 940
2018
Q2 		– Sell
-4,248
Closed -$429K – 1521
2018
Q1 		$429K Buy
4,248
+635
+18% +$60.1K ﹤0.01% 920
2017
Q4 		$324K Buy
3,613
+372
+11% +$34.4K ﹤0.01% 1027
2017
Q3 		$283K Buy
+3,241
New +$271K ﹤0.01% 1037

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
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

JP Morgan Private Wealth Advisors's STRA Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Strategic Education (STRA) in Q2 2022, closing a stake of 9,248 shares — an estimated $614K sold.

JP Morgan Private Wealth Advisors first reported a position in STRA in Q3 2017 and held it in 18 quarters. The position peaked at $1.33M in Q3 2021. 176 funds tracked by Wall St. Rank hold STRA as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Strategic Education position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,248 Strategic Education shares in Q2 2022, an estimated $614K.
  • JP Morgan Private Wealth Advisors first reported a position in Strategic Education in Q3 2017 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Strategic Education position peaked at $1.33M in Q3 2021.
  • 176 funds tracked by Wall St. Rank held Strategic Education as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.