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

Selective 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
2022 Q4	–	Sell	-200	Closed	-$16K	–	468
2022 Q3	$16K	Hold	200	–	–	0.01%	464
2022 Q2	$19K	Sell	200 -32	-14%	-$2.98K	0.01%	474
2022 Q1	$23K	Hold	232	–	–	0.01%	423
2021 Q4	$20K	Hold	232	–	–	0.01%	409
2021 Q3	$20K	Hold	232	–	–	0.01%	361
2021 Q2	$21K	Buy	+232	New	+$22.9K	0.02%	276

Other funds holding LOPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Selective Wealth Management's LOPE Position: Q4 2022 in Review

Selective Wealth Management sold out of Grand Canyon Education (LOPE) in Q4 2022, closing a stake of 200 shares — an estimated $16K sold.

Selective Wealth Management first reported a position in LOPE in Q2 2021 and held it in 6 quarters. The position peaked at $23K in Q1 2022. 331 funds tracked by Wall St. Rank hold LOPE as of Q4 2022.

Selective Wealth Management reported no remaining Grand Canyon Education position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 200 Grand Canyon Education shares in Q4 2022, an estimated $16K.
Selective Wealth Management first reported a position in Grand Canyon Education in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Grand Canyon Education position peaked at $23K in Q1 2022.
331 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.