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Avior Wealth Management’s Grand Canyon Education LOPE Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-288
Closed -$39.2K – 3077
2024
Q1 		$39.2K Buy
+288
New +$37.6K ﹤0.01% 1325
2019
Q4 		– Sell
-2,070
Closed -$203K – 836
2019
Q3 		$203K Sell
2,070
-40
-2% -$4.77K 0.04% 360
2019
Q2 		$247K Buy
+2,110
New +$252K 0.04% 327

Other funds holding LOPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Avior Wealth Management's LOPE Position: Q2 2024 in Review

Avior Wealth Management sold out of Grand Canyon Education (LOPE) in Q2 2024, closing a stake of 288 shares — an estimated $39.2K sold.

Avior Wealth Management first reported a position in LOPE in Q2 2019 and held it in 3 quarters. The position peaked at $247K in Q2 2019. 392 funds tracked by Wall St. Rank hold LOPE as of Q2 2024.

  • Avior Wealth Management reported no remaining Grand Canyon Education position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 288 Grand Canyon Education shares in Q2 2024, an estimated $39.2K.
  • Avior Wealth Management first reported a position in Grand Canyon Education in Q2 2019 and held it in 3 quarters.
  • Avior Wealth Management's Grand Canyon Education position peaked at $247K in Q2 2019.
  • 392 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.