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	–	1358
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Janus Henderson Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return