KWM
STRA icon

Kingsview Wealth Management’s Strategic Education STRA Stock Holding History

Kingsview 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
2022
Q4 		– Sell
-12,024
Closed -$738K – 903
2022
Q3 		$738K Buy
+12,024
New +$809K 0.04% 404

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Kingsview Wealth Management's STRA Position: Q4 2022 in Review

Kingsview Wealth Management sold out of Strategic Education (STRA) in Q4 2022, closing a stake of 12,024 shares — an estimated $738K sold.

Kingsview Wealth Management first reported a position in STRA in Q3 2022 and held it in 1 quarter. The position peaked at $738K in Q3 2022. 191 funds tracked by Wall St. Rank hold STRA as of Q4 2022.

  • Kingsview Wealth Management reported no remaining Strategic Education position as of Q4 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,024 Strategic Education shares in Q4 2022, an estimated $738K.
  • Kingsview Wealth Management first reported a position in Strategic Education in Q3 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's Strategic Education position peaked at $738K in Q3 2022.
  • 191 funds tracked by Wall St. Rank held Strategic Education as of Q4 2022.

Based on Kingsview Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.