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Evoke Wealth’s Grand Canyon Education LOPE Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-317
Closed -$26K – 803
2022
Q3 		$26K Hold
317
– – ﹤0.01% 604
2022
Q2 		$30K Hold
317
– – ﹤0.01% 591
2022
Q1 		$31K Hold
317
– – ﹤0.01% 586
2021
Q4 		$27K Hold
317
– – ﹤0.01% 629
2021
Q3 		$27K Hold
317
– – ﹤0.01% 593
2021
Q2 		$29K Hold
317
– – ﹤0.01% 588
2021
Q1 		$34K Hold
317
– – ﹤0.01% 502
2020
Q4 		$30K Buy
+317
New +$27.1K ﹤0.01% 440
2020
Q1 		– Sell
-59
Closed -$5.65K – 1262
2019
Q4 		$5.65K Hold
59
– – ﹤0.01% 882
2019
Q3 		$5.79K Buy
+59
New +$7.03K ﹤0.01% 965

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Evoke Wealth's LOPE Position: Q4 2022 in Review

Evoke Wealth sold out of Grand Canyon Education (LOPE) in Q4 2022, closing a stake of 317 shares — an estimated $26K sold.

Evoke Wealth first reported a position in LOPE in Q3 2019 and held it in 10 quarters. The position peaked at $34K in Q1 2021. 331 funds tracked by Wall St. Rank hold LOPE as of Q4 2022.

  • Evoke Wealth reported no remaining Grand Canyon Education position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 317 Grand Canyon Education shares in Q4 2022, an estimated $26K.
  • Evoke Wealth first reported a position in Grand Canyon Education in Q3 2019 and held it in 10 quarters.
  • Evoke Wealth's Grand Canyon Education position peaked at $34K in Q1 2021.
  • 331 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.