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

Reston 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
2024
Q4 		– Sell
-200
Closed -$28.4K – 260
2024
Q3 		$28.4K Buy
+200
New +$28.9K 0.01% 171

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Reston Wealth Management's LOPE Position: Q4 2024 in Review

Reston Wealth Management sold out of Grand Canyon Education (LOPE) in Q4 2024, closing a stake of 200 shares — an estimated $28.4K sold.

Reston Wealth Management first reported a position in LOPE in Q3 2024 and held it in 1 quarter. The position peaked at $28.4K in Q3 2024. 418 funds tracked by Wall St. Rank hold LOPE as of Q4 2024.

  • Reston Wealth Management reported no remaining Grand Canyon Education position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 200 Grand Canyon Education shares in Q4 2024, an estimated $28.4K.
  • Reston Wealth Management first reported a position in Grand Canyon Education in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Grand Canyon Education position peaked at $28.4K in Q3 2024.
  • 418 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.