TCI Wealth Advisors’s Stride LRN Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-106	Closed	-$4.16K	–	1343
2023 Q1	$4.16K	Buy	106 +1	+1%	+$39	﹤0.01%	1652
2022 Q4	$3.28K	Buy	105 +15	+17%	+$551	﹤0.01%	1809
2022 Q3	$4K	Buy	90 +1	+1%	+$40	﹤0.01%	1629
2022 Q2	$4K	Hold	89	–	–	﹤0.01%	1652
2022 Q1	$3K	Hold	89	–	–	﹤0.01%	1892
2021 Q4	$3K	Hold	89	–	–	﹤0.01%	2011
2021 Q3	$3K	Hold	89	–	–	﹤0.01%	1961
2021 Q2	$3K	Buy	+89	New	+$2.65K	﹤0.01%	1792

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

RHJA

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's LRN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Stride (LRN) in Q2 2023, closing a stake of 106 shares — an estimated $4.16K sold.

TCI Wealth Advisors first reported a position in LRN in Q2 2021 and held it in 8 quarters. The position peaked at $4.16K in Q1 2023. 237 funds tracked by Wall St. Rank hold LRN as of Q2 2023.

TCI Wealth Advisors reported no remaining Stride position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 106 Stride shares in Q2 2023, an estimated $4.16K.
TCI Wealth Advisors first reported a position in Stride in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's Stride position peaked at $4.16K in Q1 2023.
237 funds tracked by Wall St. Rank held Stride as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.