SFS
LRN icon

Sowell Financial Services’s Stride LRN Stock Holding History

Sowell Financial Services’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
-106
Closed -$3K – 1785
2021
Q1 		$3K Sell
106
-11
-9% -$286 ﹤0.01% 2745
2020
Q4 		$2K Sell
117
-2
-2% -$50 ﹤0.01% 2479
2020
Q3 		$3K Buy
119
+103
+644% +$3.98K ﹤0.01% 2135
2020
Q2 		$0 Hold
16
– – ﹤0.01% 2587
2020
Q1 		$0 Hold
16
– – ﹤0.01% 2589
2019
Q4 		$0 Sell
16
-1
-6% -$21 ﹤0.01% 2604
2019
Q3 		$0 Buy
+17
New +$488 ﹤0.01% 2433

Other funds holding LRN

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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