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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 – 1784
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% 2581
2020
Q1 		$0 Hold
16
– – ﹤0.01% 2584
2019
Q4 		$0 Sell
16
-1
-6% -$21 ﹤0.01% 2600
2019
Q3 		$0 Buy
+17
New +$488 ﹤0.01% 2426

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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sowell Financial Services's LRN Position: Q2 2021 in Review

Sowell Financial Services sold out of Stride (LRN) in Q2 2021, closing a stake of 106 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in LRN in Q3 2019 and held it in 7 quarters. The position peaked at $3K in Q1 2021. 158 funds tracked by Wall St. Rank hold LRN as of Q2 2021.

  • Sowell Financial Services reported no remaining Stride position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 106 Stride shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Stride in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Stride position peaked at $3K in Q1 2021.
  • 158 funds tracked by Wall St. Rank held Stride as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.