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TFO Wealth Partners’s Strategic Education STRA Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$104 – 661
2024
Q1 		$104 Hold
1
– – ﹤0.01% 633
2023
Q4 		$92 Hold
1
– – ﹤0.01% 807
2023
Q3 		$68 Hold
1
– – ﹤0.01% 1026
2023
Q2 		$68 Hold
1
– – ﹤0.01% 733
2023
Q1 		$90 Sell
1
-26
-96% -$2.3K ﹤0.01% 675
2022
Q4 		$874 Buy
+27
New +$2K ﹤0.01% 394

Other funds holding STRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFO Wealth Partners's STRA Position: Q2 2024 in Review

TFO Wealth Partners sold out of Strategic Education (STRA) in Q2 2024, closing a stake of 1 share — an estimated $104 sold.

TFO Wealth Partners first reported a position in STRA in Q4 2022 and held it in 6 quarters. The position peaked at $874 in Q4 2022. 269 funds tracked by Wall St. Rank hold STRA as of Q2 2024.

  • TFO Wealth Partners reported no remaining Strategic Education position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Strategic Education share in Q2 2024, an estimated $104.
  • TFO Wealth Partners first reported a position in Strategic Education in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Strategic Education position peaked at $874 in Q4 2022.
  • 269 funds tracked by Wall St. Rank held Strategic Education as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.