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Wealthspire Advisors (Maryland)’s Stride LRN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,053
Closed -$36K – 1332
2019
Q1 		$36K Sell
1,053
-882
-46% -$26.9K ﹤0.01% 1037
2018
Q4 		$48K Sell
1,935
-111
-5% -$2.37K ﹤0.01% 874
2018
Q3 		$36K Buy
2,046
+15
+0.7% +$256 ﹤0.01% 1078
2018
Q2 		$33K Sell
2,031
-74
-4% -$1.15K ﹤0.01% 1113
2018
Q1 		$30K Sell
2,105
-209
-9% -$3.27K ﹤0.01% 1166
2017
Q4 		$37K Hold
2,314
– – ﹤0.01% 1124
2017
Q3 		$41K Buy
2,314
+472
+26% +$8.37K ﹤0.01% 1050
2017
Q2 		$33K Hold
1,842
– – ﹤0.01% 1094
2017
Q1 		$35K Sell
1,842
-52
-3% -$941 0.01% 913
2016
Q4 		$33K Sell
1,894
-268
-12% -$3.87K ﹤0.01% 879
2016
Q3 		$31K Buy
2,162
+367
+20% +$4.68K ﹤0.01% 918
2016
Q2 		$22K Buy
1,795
+400
+29% +$4.53K ﹤0.01% 973
2016
Q1 		$14K Buy
1,395
+144
+12% +$1.36K ﹤0.01% 1104
2015
Q4 		$11K Buy
+1,251
New +$13.3K ﹤0.01% 1172

Other funds holding LRN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LRN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Stride (LRN) in Q2 2019, closing a stake of 1,053 shares — an estimated $36K sold.

Wealthspire Advisors (Maryland) first reported a position in LRN in Q4 2015 and held it in 14 quarters. The position peaked at $48K in Q4 2018. 182 funds tracked by Wall St. Rank hold LRN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Stride position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,053 Stride shares in Q2 2019, an estimated $36K.
  • Wealthspire Advisors (Maryland) first reported a position in Stride in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Stride position peaked at $48K in Q4 2018.
  • 182 funds tracked by Wall St. Rank held Stride as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.