CFM Wealth Partners’s Grand Canyon Education LOPE Stock Holding History

CFM Wealth Partners’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 Q3	–	Sell	-2,253	Closed	-$201K	–	188
2021 Q2	$201K	Buy	2,253 +2	+0.1%	+$198	0.05%	169
2021 Q1	$241K	Buy	2,251 +96	+4%	+$9.54K	0.07%	146
2020 Q4	$201K	Buy	+2,155	New	+$184K	0.06%	159
2020 Q3	–	Sell	-2,200	Closed	-$199K	–	335
2020 Q2	$199K	Sell	2,200 -149	-6%	-$13.3K	0.08%	143
2020 Q1	$179K	Hold	2,349	–	–	0.08%	138
2019 Q4	$226K	Buy	+2,349	New	+$217K	0.08%	135

Other funds holding LOPE

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

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fidelity International

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

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return