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Lake Point Wealth Management’s Strategic Education STRA Stock Holding History

Lake Point 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
Q2 		– Sell
-84
Closed -$6K – 508
2022
Q1 		$6K Hold
84
– – ﹤0.01% 232
2021
Q4 		$5K Hold
84
– – ﹤0.01% 259
2021
Q3 		$6K Hold
84
– – ﹤0.01% 229
2021
Q2 		$6K Buy
+84
New +$6.7K ﹤0.01% 233

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

Lake Point Wealth Management's STRA Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Strategic Education (STRA) in Q2 2022, closing a stake of 84 shares — an estimated $6K sold.

Lake Point Wealth Management first reported a position in STRA in Q2 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 176 funds tracked by Wall St. Rank hold STRA as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Strategic Education position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 84 Strategic Education shares in Q2 2022, an estimated $6K.
  • Lake Point Wealth Management first reported a position in Strategic Education in Q2 2021 and held it in 4 quarters.
  • Lake Point Wealth Management's Strategic Education position peaked at $6K in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Strategic Education as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.