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Plante Moran Financial Advisors’s Stride LRN Stock Holding History

Plante Moran Financial 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
2021
Q2 		– Sell
-95
Closed -$3K – 1022
2021
Q1 		$3K Buy
+95
New +$2.47K ﹤0.01% 865

Other funds holding LRN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Plante Moran Financial Advisors's LRN Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Stride (LRN) in Q2 2021, closing a stake of 95 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in LRN in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 158 funds tracked by Wall St. Rank hold LRN as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Stride position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 95 Stride shares in Q2 2021, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Stride in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Stride position peaked at $3K in Q1 2021.
  • 158 funds tracked by Wall St. Rank held Stride as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.