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TCI Wealth Advisors’s Strategic Education STRA Stock Holding History

TCI 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
Q2 		– Sell
-124
Closed -$11.1K – 1992
2023
Q1 		$11.1K Buy
124
+23
+23% +$2.04K ﹤0.01% 1020
2022
Q4 		$7.91K Sell
101
-1
-1% -$74 ﹤0.01% 1229
2022
Q3 		$6K Buy
102
+2
+2% +$134 ﹤0.01% 1379
2022
Q2 		$7K Hold
100
– – ﹤0.01% 1287
2022
Q1 		$7K Buy
100
+10
+11% +$587 ﹤0.01% 1352
2021
Q4 		$5K Buy
90
+8
+10% +$502 ﹤0.01% 1720
2021
Q3 		$6K Buy
82
+27
+49% +$2.01K ﹤0.01% 1511
2021
Q2 		$4K Buy
55
+9
+20% +$718 ﹤0.01% 1631
2021
Q1 		$4K Buy
46
+23
+100% +$2.06K ﹤0.01% 1421
2020
Q4 		$2K Hold
23
– – ﹤0.01% 1274
2020
Q3 		$2K Hold
23
– – ﹤0.01% 1182
2020
Q2 		$4K Hold
23
– – ﹤0.01% 839
2020
Q1 		$3K Hold
23
– – ﹤0.01% 923
2019
Q4 		$4K Hold
23
– – ﹤0.01% 951
2019
Q3 		$3K Hold
23
– – ﹤0.01% 985
2019
Q2 		$4K Hold
23
– – ﹤0.01% 839
2019
Q1 		$3K Hold
23
– – ﹤0.01% 941
2018
Q4 		$3K Hold
23
– – ﹤0.01% 920
2018
Q3 		$3K Buy
23
+12
+109% +$1.54K ﹤0.01% 955
2018
Q2 		$1K Hold
11
– – ﹤0.01% 1378
2018
Q1 		$1K Hold
11
– – ﹤0.01% 1222
2017
Q4 		$1K Hold
11
– – ﹤0.01% 1266
2017
Q3 		$1K Hold
11
– – ﹤0.01% 1202
2017
Q2 		$1K Hold
11
– – ﹤0.01% 1215
2017
Q1 		$1K Hold
11
– – ﹤0.01% 1166
2016
Q4 		$1K Hold
11
– – ﹤0.01% 1233
2016
Q3 		$1K Hold
11
– – ﹤0.01% 1216
2016
Q2 		$1K Buy
+11
New +$520 ﹤0.01% 1152

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
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
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

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

TCI Wealth Advisors sold out of Strategic Education (STRA) in Q2 2023, closing a stake of 124 shares — an estimated $11.1K sold.

TCI Wealth Advisors first reported a position in STRA in Q2 2016 and held it in 28 quarters. The position peaked at $11.1K in Q1 2023. 182 funds tracked by Wall St. Rank hold STRA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Strategic Education position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 124 Strategic Education shares in Q2 2023, an estimated $11.1K.
  • TCI Wealth Advisors first reported a position in Strategic Education in Q2 2016 and held it in 28 quarters.
  • TCI Wealth Advisors's Strategic Education position peaked at $11.1K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held Strategic Education as of Q2 2023.

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