One Wealth Advisors’s Stride LRN Stock Holding History

One Wealth Advisors’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
2019 Q4	–	Sell	-8,340	Closed	-$220K	–	125
2019 Q3	$220K	Sell	8,340 -1,301	-13%	-$37.4K	0.19%	94
2019 Q2	$293K	Sell	9,641 -210	-2%	-$6.76K	0.24%	73
2019 Q1	$336K	Buy	9,851 +220	+2%	+$6.71K	0.27%	61
2018 Q4	$239K	Buy	9,631 +676	+8%	+$14.4K	0.24%	75
2018 Q3	$159K	Buy	+8,955	New	+$153K	0.12%	147

Other funds holding LRN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

One Wealth Advisors's LRN Position: Q4 2019 in Review

One Wealth Advisors sold out of Stride (LRN) in Q4 2019, closing a stake of 8,340 shares — an estimated $220K sold.

One Wealth Advisors first reported a position in LRN in Q3 2018 and held it in 5 quarters. The position peaked at $336K in Q1 2019. 159 funds tracked by Wall St. Rank hold LRN as of Q4 2019.

One Wealth Advisors reported no remaining Stride position as of Q4 2019 after selling out during the quarter.
One Wealth Advisors sold 8,340 Stride shares in Q4 2019, an estimated $220K.
One Wealth Advisors first reported a position in Stride in Q3 2018 and held it in 5 quarters.
One Wealth Advisors's Stride position peaked at $336K in Q1 2019.
159 funds tracked by Wall St. Rank held Stride as of Q4 2019.

Based on One Wealth Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.