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

Baystate 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
2023 Q4	$1.19K	Hold	9	–	–	﹤0.01%	1134
2023 Q3	$1.05K	Hold	9	–	–	﹤0.01%	884
2023 Q2	$929	Hold	9	–	–	﹤0.01%	939
2023 Q1	$1.02K	Hold	9	–	–	﹤0.01%	929
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	874
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	827
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	848
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	835
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	833
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	777
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	746
2021 Q1	$1K	Buy	+9	New	+$894	﹤0.01%	676

Other funds holding LOPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baystate Wealth Management's LOPE Position: Q4 2023 in Review

Baystate Wealth Management held its Grand Canyon Education (LOPE) position steady in Q4 2023 at 9 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Baystate Wealth Management first reported a position in LOPE in Q1 2021 and has held it in 12 quarters since. 386 funds tracked by Wall St. Rank hold LOPE as of Q4 2023.

Baystate Wealth Management held 9 shares of Grand Canyon Education worth $1.19K as of Q4 2023.
Baystate Wealth Management left its Grand Canyon Education share count unchanged in Q4 2023.
Grand Canyon Education made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1134 holding.
Baystate Wealth Management first reported a position in Grand Canyon Education in Q1 2021 and has held it in 12 quarters since.
386 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.