SFS
LOPE icon

Sowell Financial Services’s Grand Canyon Education LOPE Stock Holding History

Sowell Financial 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
2021
Q3 		– Sell
-10,891
Closed -$980K – 524
2021
Q2 		$980K Buy
10,891
+4,506
+71% +$445K 0.06% 307
2021
Q1 		$573K Buy
6,385
+78
+1% +$7.75K 0.02% 595
2020
Q4 		$587K Buy
6,307
+963
+18% +$82.2K 0.03% 477
2020
Q3 		$427K Sell
5,344
-111
-2% -$10K 0.02% 505
2020
Q2 		$494K Sell
5,455
-5,003
-48% -$445K 0.03% 459
2020
Q1 		$798K Buy
10,458
+6,342
+154% +$522K 0.06% 284
2019
Q4 		$394K Buy
4,116
+851
+26% +$78.5K 0.03% 516
2019
Q3 		$321K Buy
+3,265
New +$389K 0.03% 519
2019
Q1 		$457K Sell
3,987
-3,309
-45% -$341K 0.05% 355
2018
Q4 		$701K Sell
7,296
-41
-0.6% -$4.77K 0.1% 213
2018
Q3 		$828K Buy
+7,337
New +$856K 0.12% 132

Other funds holding LOPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's LOPE Position: Q3 2021 in Review

Sowell Financial Services sold out of Grand Canyon Education (LOPE) in Q3 2021, closing a stake of 10,891 shares — an estimated $980K sold.

Sowell Financial Services first reported a position in LOPE in Q3 2018 and held it in 11 quarters. The position peaked at $980K in Q2 2021. 274 funds tracked by Wall St. Rank hold LOPE as of Q3 2021.

  • Sowell Financial Services reported no remaining Grand Canyon Education position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 10,891 Grand Canyon Education shares in Q3 2021, an estimated $980K.
  • Sowell Financial Services first reported a position in Grand Canyon Education in Q3 2018 and held it in 11 quarters.
  • Sowell Financial Services's Grand Canyon Education position peaked at $980K in Q2 2021.
  • 274 funds tracked by Wall St. Rank held Grand Canyon Education as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.