AWS
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Atria Wealth Solutions’s Grand Canyon Education LOPE Stock Holding History

Atria Wealth Solutions’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$284K Sell
1,503
-70
-4% -$13K 0.01% 1185
2025
Q1 		$272K Sell
1,573
-157
-9% -$27.3K ﹤0.01% 1530
2024
Q4 		$283K Sell
1,730
-37
-2% -$5.67K ﹤0.01% 1589
2024
Q3 		$251K Sell
1,767
-151
-8% -$21.8K ﹤0.01% 1620
2024
Q2 		$268K Sell
1,918
-17
-0.9% -$2.34K ﹤0.01% 1579
2024
Q1 		$264K Sell
1,935
-757
-28% -$98.8K ﹤0.01% 1642
2023
Q4 		$355K Buy
2,692
+65
+2% +$8.46K ﹤0.01% 1385
2023
Q3 		$307K Sell
2,627
-33
-1% -$3.66K ﹤0.01% 1404
2023
Q2 		$275K Sell
2,660
-11
-0.4% -$1.21K ﹤0.01% 1503
2023
Q1 		$304K Sell
2,671
-722
-21% -$81.3K ﹤0.01% 1404
2022
Q4 		$359K Sell
3,393
-510
-13% -$50.9K 0.01% 1262
2022
Q3 		$321K Sell
3,903
-5,996
-61% -$520K 0.01% 1258
2022
Q2 		$932K Buy
9,899
+3,808
+63% +$355K 0.02% 726
2022
Q1 		$591K Buy
+6,091
New +$534K 0.01% 973

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RP
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BAM
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State Street
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GKIM
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Dimensional Fund Advisors
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return