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Concurrent Investment Advisors’s Grand Canyon Education LOPE Stock Holding History

Concurrent Investment Advisors’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
-2,261
Closed -$299K – 964
2023
Q4 		$299K Buy
+2,261
New +$294K 0.01% 653

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

Concurrent Investment Advisors's LOPE Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Grand Canyon Education (LOPE) in Q1 2024, closing a stake of 2,261 shares — an estimated $299K sold.

Concurrent Investment Advisors first reported a position in LOPE in Q4 2023 and held it in 1 quarter. The position peaked at $299K in Q4 2023. 372 funds tracked by Wall St. Rank hold LOPE as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Grand Canyon Education position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 2,261 Grand Canyon Education shares in Q1 2024, an estimated $299K.
  • Concurrent Investment Advisors first reported a position in Grand Canyon Education in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Grand Canyon Education position peaked at $299K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.