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Cherry Tree Wealth Management’s Grand Canyon Education LOPE Stock Holding History

Cherry Tree 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
2024
Q1 		– Sell
-48
Closed -$6.34K – 611
2023
Q4 		$6.34K Hold
48
– – ﹤0.01% 408
2023
Q3 		$5.61K Hold
48
– – ﹤0.01% 393
2023
Q2 		$4.96K Buy
+48
New +$5.27K ﹤0.01% 398

Other funds holding LOPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Cherry Tree Wealth Management's LOPE Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Grand Canyon Education (LOPE) in Q1 2024, closing a stake of 48 shares — an estimated $6.34K sold.

Cherry Tree Wealth Management first reported a position in LOPE in Q2 2023 and held it in 3 quarters. The position peaked at $6.34K in Q4 2023. 372 funds tracked by Wall St. Rank hold LOPE as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Grand Canyon Education position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 48 Grand Canyon Education shares in Q1 2024, an estimated $6.34K.
  • Cherry Tree Wealth Management first reported a position in Grand Canyon Education in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Grand Canyon Education position peaked at $6.34K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.