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Patriot Financial Group Insurance Agency’s Strategic Education STRA Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-58
Closed -$4K – 1769
2022
Q2 		$4K Sell
58
-5
-8% -$332 ﹤0.01% 1581
2022
Q1 		$4K Buy
63
+56
+800% +$3.29K ﹤0.01% 1719
2021
Q4 		$0 Sell
7
-23
-77% -$1.44K ﹤0.01% 2250
2021
Q3 		$2K Buy
30
+8
+36% +$596 ﹤0.01% 1980
2021
Q2 		$2K Hold
22
– – ﹤0.01% 1912
2021
Q1 		$2K Sell
22
-17
-44% -$1.52K ﹤0.01% 1812
2020
Q4 		$4K Hold
39
– – ﹤0.01% 1505
2020
Q3 		$4K Hold
39
– – ﹤0.01% 1316
2020
Q2 		$6K Hold
39
– – ﹤0.01% 1146
2020
Q1 		$5K Buy
+39
New +$5.96K ﹤0.01% 1091

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Strategic Education (STRA) in Q3 2022, closing a stake of 58 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in STRA in Q1 2020 and held it in 10 quarters. The position peaked at $6K in Q2 2020. 175 funds tracked by Wall St. Rank hold STRA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Strategic Education position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 58 Strategic Education shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Strategic Education in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Strategic Education position peaked at $6K in Q2 2020.
  • 175 funds tracked by Wall St. Rank held Strategic Education as of Q3 2022.

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