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

BerganKDV 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 Q2	–	Sell	-34	Closed	-$3.87K	–	986
2023 Q1	$3.87K	Buy	+34	New	+$3.83K	﹤0.01%	729
2022 Q1	–	Sell	-39	Closed	-$3K	–	1052
2021 Q4	$3K	Buy	+39	New	+$3.22K	﹤0.01%	867
2019 Q1	–	Sell	-95	Closed	-$9K	–	744
2018 Q4	$9K	Hold	95	–	–	﹤0.01%	495
2018 Q3	$11K	Hold	95	–	–	﹤0.01%	478
2018 Q2	$11K	Buy	+95	New	+$10.4K	﹤0.01%	489

Other funds holding LOPE

BlackRock New York $6.73T AUM 46.02% 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 International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BerganKDV Wealth Management's LOPE Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Grand Canyon Education (LOPE) in Q2 2023, closing a stake of 34 shares — an estimated $3.87K sold.

BerganKDV Wealth Management first reported a position in LOPE in Q2 2018 and held it in 5 quarters. The position peaked at $11K in Q3 2018. 341 funds tracked by Wall St. Rank hold LOPE as of Q2 2023.

BerganKDV Wealth Management reported no remaining Grand Canyon Education position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 34 Grand Canyon Education shares in Q2 2023, an estimated $3.87K.
BerganKDV Wealth Management first reported a position in Grand Canyon Education in Q2 2018 and held it in 5 quarters.
BerganKDV Wealth Management's Grand Canyon Education position peaked at $11K in Q3 2018.
341 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.