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Planning Capital Management Corporation’s Strategic Education STRA Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		– Sell
-530
Closed -$58.6K – 897
2024
Q2 		$58.6K Hold
530
– – 0.04% 181
2024
Q1 		$55.2K Hold
530
– – 0.04% 181
2023
Q4 		$49K Buy
+530
New +$45.9K 0.04% 195

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MA
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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
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Planning Capital Management Corporation's STRA Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Strategic Education (STRA) in Q3 2024, closing a stake of 530 shares — an estimated $58.6K sold.

Planning Capital Management Corporation first reported a position in STRA in Q4 2023 and held it in 3 quarters. The position peaked at $58.6K in Q2 2024. 248 funds tracked by Wall St. Rank hold STRA as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Strategic Education position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 530 Strategic Education shares in Q3 2024, an estimated $58.6K.
  • Planning Capital Management Corporation first reported a position in Strategic Education in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Strategic Education position peaked at $58.6K in Q2 2024.
  • 248 funds tracked by Wall St. Rank held Strategic Education as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.