CAAS
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Capital Asset Advisory Services’s Grand Canyon Education LOPE Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-232
Closed -$22K – 1132
2020
Q4 		$22K Buy
+232
New +$19.8K ﹤0.01% 841

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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 International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Asset Advisory Services's LOPE Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Grand Canyon Education (LOPE) in Q1 2021, closing a stake of 232 shares — an estimated $22K sold.

Capital Asset Advisory Services first reported a position in LOPE in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 314 funds tracked by Wall St. Rank hold LOPE as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Grand Canyon Education position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 232 Grand Canyon Education shares in Q1 2021, an estimated $22K.
  • Capital Asset Advisory Services first reported a position in Grand Canyon Education in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Grand Canyon Education position peaked at $22K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.