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Wealthspire Advisors (Maryland)’s Strategic Education STRA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-48
Closed -$6K – 1818
2019
Q1 		$6K Sell
48
-2
-4% -$244 ﹤0.01% 1771
2018
Q4 		$6K Buy
50
+4
+9% +$510 ﹤0.01% 1679
2018
Q3 		$6K Buy
46
+20
+77% +$2.57K ﹤0.01% 1750
2018
Q2 		$3K Hold
26
– – ﹤0.01% 2046
2018
Q1 		$3K Hold
26
– – ﹤0.01% 2063
2017
Q4 		$2K Buy
26
+24
+1,200% +$2.22K ﹤0.01% 2170
2017
Q3 		$0 Buy
+2
New +$167 ﹤0.01% 2445

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Strategic Education (STRA) in Q2 2019, closing a stake of 48 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in STRA in Q3 2017 and held it in 7 quarters. The position peaked at $6K in Q1 2019. 211 funds tracked by Wall St. Rank hold STRA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Strategic Education position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 48 Strategic Education shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Strategic Education in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Strategic Education position peaked at $6K in Q1 2019.
  • 211 funds tracked by Wall St. Rank held Strategic Education as of Q2 2019.

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