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Confluence Wealth Services’s Grand Canyon Education LOPE Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-546
Closed -$46K – 757
2021
Q4 		$46K Buy
+546
New +$45K 0.01% 490

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ACH
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State Street
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VBA
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BAM
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GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Confluence Wealth Services's LOPE Position: Q1 2022 in Review

Confluence Wealth Services sold out of Grand Canyon Education (LOPE) in Q1 2022, closing a stake of 546 shares — an estimated $46K sold.

Confluence Wealth Services first reported a position in LOPE in Q4 2021 and held it in 1 quarter. The position peaked at $46K in Q4 2021. 278 funds tracked by Wall St. Rank hold LOPE as of Q1 2022.

  • Confluence Wealth Services reported no remaining Grand Canyon Education position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 546 Grand Canyon Education shares in Q1 2022, an estimated $46K.
  • Confluence Wealth Services first reported a position in Grand Canyon Education in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Grand Canyon Education position peaked at $46K in Q4 2021.
  • 278 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.