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WR Wealth Planners’s Stride LRN Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.14K Hold
11
– – ﹤0.01% 918
2024
Q3 		$938 Buy
11
+6
+120% +$464 ﹤0.01% 977
2024
Q2 		$353 Buy
+5
New +$333 ﹤0.01% 1057

Other funds holding LRN

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's LRN Position: Q4 2024 in Review

WR Wealth Planners held its Stride (LRN) position steady in Q4 2024 at 11 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

WR Wealth Planners first reported a position in LRN in Q2 2024 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold LRN as of Q4 2024.

  • WR Wealth Planners held 11 shares of Stride worth $1.14K as of Q4 2024.
  • WR Wealth Planners left its Stride share count unchanged in Q4 2024.
  • Stride made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #918 holding.
  • WR Wealth Planners first reported a position in Stride in Q2 2024 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held Stride as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.