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McGlone Suttner Wealth Management’s Stride LRN Stock Holding History

McGlone Suttner Wealth Management’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
2024
Q1 		– Sell
-490
Closed -$29.1K – 524
2023
Q4 		$29.1K Buy
+490
New +$26.8K 0.01% 364

Other funds holding LRN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

McGlone Suttner Wealth Management's LRN Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Stride (LRN) in Q1 2024, closing a stake of 490 shares — an estimated $29.1K sold.

McGlone Suttner Wealth Management first reported a position in LRN in Q4 2023 and held it in 1 quarter. The position peaked at $29.1K in Q4 2023. 309 funds tracked by Wall St. Rank hold LRN as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Stride position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 490 Stride shares in Q1 2024, an estimated $29.1K.
  • McGlone Suttner Wealth Management first reported a position in Stride in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Stride position peaked at $29.1K in Q4 2023.
  • 309 funds tracked by Wall St. Rank held Stride as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.