Sutton Wealth Advisors’s Strategic Education STRA Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-544	Closed	-$42.6K	–	1473
2022 Q4	$42.6K	Hold	544	–	–	0.02%	435
2022 Q3	$33.4K	Buy	544 +60	+12%	+$4.04K	0.01%	489
2022 Q2	$34.2K	Hold	484	–	–	0.01%	493
2022 Q1	$32.1K	Buy	484 +478	+7,967%	+$28.1K	0.01%	550
2021 Q4	$347	Buy	+6	New	+$376	﹤0.01%	1584
2020 Q2	–	Sell	-351	Closed	-$49.1K	–	1280
2020 Q1	$49.1K	Buy	351 +38	+12%	+$5.8K	0.03%	273
2019 Q4	$49.7K	Buy	313 +21	+7%	+$2.92K	0.03%	306
2019 Q3	$39.7K	Hold	292	–	–	0.02%	363
2019 Q2	$52K	Buy	292 +107	+58%	+$17.5K	0.03%	291
2019 Q1	$24.3K	Hold	185	–	–	0.01%	517
2018 Q4	$21K	Sell	185 -23	-11%	-$2.93K	0.01%	507
2018 Q3	$28.5K	Buy	208 +105	+102%	+$13.5K	0.02%	462
2018 Q2	$11.6K	Hold	103	–	–	0.01%	797
2018 Q1	$10.4K	Buy	+103	New	+$9.75K	0.01%	800
2016 Q3	–	Sell	-125	Closed	-$6.14K	–	1060
2016 Q2	$6.14K	Buy	+125	New	+$5.91K	0.01%	741

Other funds holding STRA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Sutton Wealth Advisors's STRA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Strategic Education (STRA) in Q1 2023, closing a stake of 544 shares — an estimated $42.6K sold.

Sutton Wealth Advisors first reported a position in STRA in Q2 2016 and held it in 15 quarters. The position peaked at $52K in Q2 2019. 177 funds tracked by Wall St. Rank hold STRA as of Q1 2023.

Sutton Wealth Advisors reported no remaining Strategic Education position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 544 Strategic Education shares in Q1 2023, an estimated $42.6K.
Sutton Wealth Advisors first reported a position in Strategic Education in Q2 2016 and held it in 15 quarters.
Sutton Wealth Advisors's Strategic Education position peaked at $52K in Q2 2019.
177 funds tracked by Wall St. Rank held Strategic Education as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.