MWM
LOPE icon

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

MorganRosel 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
2023
Q3 		– Sell
-7,409
Closed -$765K – 102
2023
Q2 		$765K Buy
+7,409
New +$814K 0.31% 61

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

MorganRosel Wealth Management's LOPE Position: Q3 2023 in Review

MorganRosel Wealth Management sold out of Grand Canyon Education (LOPE) in Q3 2023, closing a stake of 7,409 shares — an estimated $765K sold.

MorganRosel Wealth Management first reported a position in LOPE in Q2 2023 and held it in 1 quarter. The position peaked at $765K in Q2 2023. 327 funds tracked by Wall St. Rank hold LOPE as of Q3 2023.

  • MorganRosel Wealth Management reported no remaining Grand Canyon Education position as of Q3 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 7,409 Grand Canyon Education shares in Q3 2023, an estimated $765K.
  • MorganRosel Wealth Management first reported a position in Grand Canyon Education in Q2 2023 and held it in 1 quarter.
  • MorganRosel Wealth Management's Grand Canyon Education position peaked at $765K in Q2 2023.
  • 327 funds tracked by Wall St. Rank held Grand Canyon Education as of Q3 2023.

Based on MorganRosel Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.