VisionPoint Advisory Group’s Strategic Education STRA Stock Holding History

VisionPoint Advisory Group’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
2025 Q1	–	Sell	-6,781	Closed	-$626K	–	299
2024 Q4	$626K	Sell	6,781 -54	-0.8%	-$5.04K	0.21%	101
2024 Q3	$633K	Buy	6,835 +1,728	+34%	+$175K	0.21%	101
2024 Q2	$565K	Buy	5,107 +1,482	+41%	+$164K	0.2%	100
2024 Q1	$377K	Buy	3,625 +1,496	+70%	+$146K	0.14%	136
2023 Q4	$197K	Buy	2,129 +1,045	+96%	+$90.4K	0.07%	150
2023 Q3	$81.6K	Buy	1,084 +236	+28%	+$17.4K	0.04%	212
2023 Q2	$57.5K	Buy	+848	New	+$69.3K	0.02%	203

Other funds holding STRA

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

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

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

Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VLKIM

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

VisionPoint Advisory Group's STRA Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Strategic Education (STRA) in Q1 2025, closing a stake of 6,781 shares — an estimated $626K sold.

VisionPoint Advisory Group first reported a position in STRA in Q2 2023 and held it in 7 quarters. The position peaked at $633K in Q3 2024. 237 funds tracked by Wall St. Rank hold STRA as of Q1 2025.

VisionPoint Advisory Group reported no remaining Strategic Education position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 6,781 Strategic Education shares in Q1 2025, an estimated $626K.
VisionPoint Advisory Group first reported a position in Strategic Education in Q2 2023 and held it in 7 quarters.
VisionPoint Advisory Group's Strategic Education position peaked at $633K in Q3 2024.
237 funds tracked by Wall St. Rank held Strategic Education as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.