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Sutton Wealth Advisors’s Grand Canyon Education LOPE Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-6
Closed -$634 – 1226
2022
Q4 		$634 Hold
6
– – ﹤0.01% 1444
2022
Q3 		$494 Hold
6
– – ﹤0.01% 1469
2022
Q2 		$565 Hold
6
– – ﹤0.01% 1428
2022
Q1 		$583 Hold
6
– – ﹤0.01% 1456
2021
Q4 		$514 Buy
+6
New +$495 ﹤0.01% 1518
2019
Q4 		– Sell
-87
Closed -$8.54K – 1183
2019
Q3 		$8.54K Hold
87
– – ﹤0.01% 831
2019
Q2 		$10.2K Hold
87
– – 0.01% 766
2019
Q1 		$9.96K Buy
+87
New +$8.97K 0.01% 782

Other funds holding LOPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Sutton Wealth Advisors's LOPE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Grand Canyon Education (LOPE) in Q1 2023, closing a stake of 6 shares — an estimated $634 sold.

Sutton Wealth Advisors first reported a position in LOPE in Q1 2019 and held it in 8 quarters. The position peaked at $10.2K in Q2 2019. 336 funds tracked by Wall St. Rank hold LOPE as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Grand Canyon Education position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 6 Grand Canyon Education shares in Q1 2023, an estimated $634.
  • Sutton Wealth Advisors first reported a position in Grand Canyon Education in Q1 2019 and held it in 8 quarters.
  • Sutton Wealth Advisors's Grand Canyon Education position peaked at $10.2K in Q2 2019.
  • 336 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.