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Belpointe Asset Management’s Grand Canyon Education LOPE Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,113
Closed -$127K – 2149
2023
Q1 		$127K Buy
1,113
+744
+202% +$83.8K 0.01% 1175
2022
Q4 		$39K Buy
+369
New +$36.8K ﹤0.01% 1756

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RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Belpointe Asset Management's LOPE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Grand Canyon Education (LOPE) in Q2 2023, closing a stake of 1,113 shares — an estimated $127K sold.

Belpointe Asset Management first reported a position in LOPE in Q4 2022 and held it in 2 quarters. The position peaked at $127K in Q1 2023. 341 funds tracked by Wall St. Rank hold LOPE as of Q2 2023.

  • Belpointe Asset Management reported no remaining Grand Canyon Education position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,113 Grand Canyon Education shares in Q2 2023, an estimated $127K.
  • Belpointe Asset Management first reported a position in Grand Canyon Education in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Grand Canyon Education position peaked at $127K in Q1 2023.
  • 341 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.