Selective Wealth Management’s Stride LRN Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-4	Closed	–	–	471
2022 Q3	$0	Hold	4	–	–	﹤0.01%	804
2022 Q2	$0	Buy	+4	New	+$148	﹤0.01%	805

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RHJA

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Selective Wealth Management's LRN Position: Q4 2022 in Review

Selective Wealth Management sold out of Stride (LRN) in Q4 2022, closing a stake of 4 shares.

Selective Wealth Management first reported a position in LRN in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 218 funds tracked by Wall St. Rank hold LRN as of Q4 2022.

Selective Wealth Management reported no remaining Stride position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 4 Stride shares in Q4 2022.
Selective Wealth Management first reported a position in Stride in Q2 2022 and held it in 2 quarters.
Selective Wealth Management's Stride position peaked at $0 in Q3 2022.
218 funds tracked by Wall St. Rank held Stride as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.