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Congress Wealth Management’s Grand Canyon Education LOPE Stock Holding History

Congress 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
2025
Q1 		– Sell
-1,846
Closed -$302K – 1097
2024
Q4 		$302K Sell
1,846
-460
-20% -$70.5K ﹤0.01% 766
2024
Q3 		$327K Buy
+2,306
New +$333K ﹤0.01% 712

Other funds holding LOPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Congress Wealth Management's LOPE Position: Q1 2025 in Review

Congress Wealth Management sold out of Grand Canyon Education (LOPE) in Q1 2025, closing a stake of 1,846 shares — an estimated $302K sold.

Congress Wealth Management first reported a position in LOPE in Q3 2024 and held it in 2 quarters. The position peaked at $327K in Q3 2024. 455 funds tracked by Wall St. Rank hold LOPE as of Q1 2025.

  • Congress Wealth Management reported no remaining Grand Canyon Education position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 1,846 Grand Canyon Education shares in Q1 2025, an estimated $302K.
  • Congress Wealth Management first reported a position in Grand Canyon Education in Q3 2024 and held it in 2 quarters.
  • Congress Wealth Management's Grand Canyon Education position peaked at $327K in Q3 2024.
  • 455 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.