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Plante Moran Financial Advisors’s Grand Canyon Education LOPE Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-8
Closed -$1K – 980
2022
Q2 		$1K Buy
+8
New +$745 ﹤0.01% 921
2021
Q4 		– Sell
-120
Closed -$11K – 1060
2021
Q3 		$11K Buy
+120
New +$10.7K ﹤0.01% 673

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Massachusetts Financial Services
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ACH
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BAM
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State Street
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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

Plante Moran Financial Advisors's LOPE Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Grand Canyon Education (LOPE) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in LOPE in Q3 2021 and held it in 2 quarters. The position peaked at $11K in Q3 2021. 284 funds tracked by Wall St. Rank hold LOPE as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Grand Canyon Education position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 8 Grand Canyon Education shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Grand Canyon Education in Q3 2021 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Grand Canyon Education position peaked at $11K in Q3 2021.
  • 284 funds tracked by Wall St. Rank held Grand Canyon Education as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.