Patriot Financial Group Insurance Agency’s Stride LRN Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-720	Closed	-$29K	–	1283
2022 Q2	$29K	Hold	720	–	–	0.01%	901
2022 Q1	$26K	Hold	720	–	–	﹤0.01%	989
2021 Q4	$24K	Hold	720	–	–	﹤0.01%	1142
2021 Q3	$26K	Hold	720	–	–	﹤0.01%	1096
2021 Q2	$23K	Hold	720	–	–	﹤0.01%	1117
2021 Q1	$22K	Hold	720	–	–	0.01%	1048
2020 Q4	$15K	Hold	720	–	–	﹤0.01%	1082
2020 Q3	$19K	Buy	720 +710	+7,100%	+$27.5K	0.01%	809
2020 Q2	$0	Sell	10 -10	-50%	-$241	﹤0.01%	1764
2020 Q1	$0	Buy	20 +11	+122%	+$203	﹤0.01%	1661
2019 Q4	$0	Buy	9 +2	+29%	+$43	﹤0.01%	1390
2019 Q3	$0	Hold	7	–	–	﹤0.01%	1398
2019 Q2	$1K	Buy	+7	New	+$225	﹤0.01%	1271

Other funds holding LRN

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LRN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Stride (LRN) in Q3 2022, closing a stake of 720 shares — an estimated $29K sold.

Patriot Financial Group Insurance Agency first reported a position in LRN in Q2 2019 and held it in 13 quarters. The position peaked at $29K in Q2 2022. 227 funds tracked by Wall St. Rank hold LRN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Stride position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 720 Stride shares in Q3 2022, an estimated $29K.
Patriot Financial Group Insurance Agency first reported a position in Stride in Q2 2019 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Stride position peaked at $29K in Q2 2022.
227 funds tracked by Wall St. Rank held Stride as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.