MIA
LOPE icon

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

Milestone 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
2023
Q4 		– Sell
-12
Closed -$1.4K – 294
2023
Q3 		$1.4K Buy
+12
New +$1.33K ﹤0.01% 409
2023
Q2 		– Sell
-12
Closed -$1.37K – 290
2023
Q1 		$1.37K Buy
+12
New +$1.35K ﹤0.01% 416

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 Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Milestone Investment Advisors's LOPE Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Grand Canyon Education (LOPE) in Q4 2023, closing a stake of 12 shares — an estimated $1.4K sold.

Milestone Investment Advisors first reported a position in LOPE in Q1 2023 and held it in 2 quarters. The position peaked at $1.4K in Q3 2023. 386 funds tracked by Wall St. Rank hold LOPE as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Grand Canyon Education position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 12 Grand Canyon Education shares in Q4 2023, an estimated $1.4K.
  • Milestone Investment Advisors first reported a position in Grand Canyon Education in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Grand Canyon Education position peaked at $1.4K in Q3 2023.
  • 386 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.