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Okabena Investment Services’s Grand Canyon Education LOPE Stock Holding History

Okabena Investment 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
2023
Q4 		– Sell
-104
Closed -$12.2K – 126
2023
Q3 		$12.2K Hold
104
– – 0.01% 83
2023
Q2 		$10.7K Buy
104
+84
+420% +$9.23K 0.01% 132
2023
Q1 		$1.39K Sell
20
-84
-81% -$9.46K ﹤0.01% 187
2022
Q4 		$11K Hold
104
– – 0.01% 141
2022
Q3 		$9K Hold
104
– – ﹤0.01% 152
2022
Q2 		$10K Buy
+104
New +$9.69K 0.01% 152

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

Okabena Investment Services's LOPE Position: Q4 2023 in Review

Okabena Investment Services sold out of Grand Canyon Education (LOPE) in Q4 2023, closing a stake of 104 shares — an estimated $12.2K sold.

Okabena Investment Services first reported a position in LOPE in Q2 2022 and held it in 6 quarters. The position peaked at $12.2K in Q3 2023. 386 funds tracked by Wall St. Rank hold LOPE as of Q4 2023.

  • Okabena Investment Services reported no remaining Grand Canyon Education position as of Q4 2023 after selling out during the quarter.
  • Okabena Investment Services sold 104 Grand Canyon Education shares in Q4 2023, an estimated $12.2K.
  • Okabena Investment Services first reported a position in Grand Canyon Education in Q2 2022 and held it in 6 quarters.
  • Okabena Investment Services's Grand Canyon Education position peaked at $12.2K in Q3 2023.
  • 386 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.