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Robertson Stephens Wealth Management’s Grand Canyon Education LOPE Stock Holding History

Robertson Stephens 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
2025
Q1 		– Sell
-5,128
Closed -$840K – 573
2024
Q4 		$840K Sell
5,128
-3,936
-43% -$603K 0.03% 276
2024
Q3 		$1.29M Buy
9,064
+204
+2% +$29.5K 0.05% 250
2024
Q2 		$1.24M Buy
8,860
+227
+3% +$31.3K 0.06% 196
2024
Q1 		$1.18M Sell
8,633
-1,909
-18% -$249K 0.06% 215
2023
Q4 		$1.39M Buy
10,542
+48
+0.5% +$6.25K 0.08% 186
2023
Q3 		$1.23M Sell
10,494
-66
-0.6% -$7.33K 0.08% 187
2023
Q2 		$1.09M Buy
10,560
+84
+0.8% +$9.23K 0.08% 182
2023
Q1 		$1.19M Buy
10,476
+254
+2% +$28.6K 0.09% 180
2022
Q4 		$1.08M Buy
10,222
+271
+3% +$27K 0.11% 168
2022
Q3 		$818K Buy
9,951
+553
+6% +$47.9K 0.09% 173
2022
Q2 		$885K Sell
9,398
-1,507
-14% -$140K 0.08% 169
2022
Q1 		$1.06M Buy
10,905
+710
+7% +$62.2K 0.09% 176
2021
Q4 		$873K Buy
+10,195
New +$841K 0.07% 196

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
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Robertson Stephens Wealth Management's LOPE Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Grand Canyon Education (LOPE) in Q1 2025, closing a stake of 5,128 shares — an estimated $840K sold.

Robertson Stephens Wealth Management first reported a position in LOPE in Q4 2021 and held it in 13 quarters. The position peaked at $1.39M in Q4 2023. 455 funds tracked by Wall St. Rank hold LOPE as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Grand Canyon Education position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,128 Grand Canyon Education shares in Q1 2025, an estimated $840K.
  • Robertson Stephens Wealth Management first reported a position in Grand Canyon Education in Q4 2021 and held it in 13 quarters.
  • Robertson Stephens Wealth Management's Grand Canyon Education position peaked at $1.39M in Q4 2023.
  • 455 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.