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LGT Financial Advisors’s Strategic Education STRA Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-31
Closed -$2.9K – 674
2024
Q4 		$2.9K Hold
31
– – 0.01% 649
2024
Q3 		$2.87K Hold
31
– – 0.01% 633
2024
Q2 		$3.43K Hold
31
– – 0.01% 657
2024
Q1 		$3.23K Hold
31
– – ﹤0.01% 684
2023
Q4 		$2.86K Hold
31
– – ﹤0.01% 741
2023
Q3 		$2.33K Buy
+31
New +$2.28K ﹤0.01% 805

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
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

LGT Financial Advisors's STRA Position: Q1 2025 in Review

LGT Financial Advisors sold out of Strategic Education (STRA) in Q1 2025, closing a stake of 31 shares — an estimated $2.9K sold.

LGT Financial Advisors first reported a position in STRA in Q3 2023 and held it in 6 quarters. The position peaked at $3.43K in Q2 2024. 237 funds tracked by Wall St. Rank hold STRA as of Q1 2025.

  • LGT Financial Advisors reported no remaining Strategic Education position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 31 Strategic Education shares in Q1 2025, an estimated $2.9K.
  • LGT Financial Advisors first reported a position in Strategic Education in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Strategic Education position peaked at $3.43K in Q2 2024.
  • 237 funds tracked by Wall St. Rank held Strategic Education as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.