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TFO Wealth Partners’s Grand Canyon Education LOPE Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$136 – 462
2024
Q1 		$136 Hold
1
– – ﹤0.01% 581
2023
Q4 		$132 Hold
1
– – ﹤0.01% 747
2023
Q3 		$103 Hold
1
– – ﹤0.01% 972
2023
Q2 		$103 Hold
1
– – ﹤0.01% 660
2023
Q1 		$114 Sell
1
-11
-92% -$1.24K ﹤0.01% 619
2022
Q4 		$4.12K Buy
+12
New +$1.2K ﹤0.01% 187

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
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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TFO Wealth Partners's LOPE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Grand Canyon Education (LOPE) in Q2 2024, closing a stake of 1 share — an estimated $136 sold.

TFO Wealth Partners first reported a position in LOPE in Q4 2022 and held it in 6 quarters. The position peaked at $4.12K in Q4 2022. 392 funds tracked by Wall St. Rank hold LOPE as of Q2 2024.

  • TFO Wealth Partners reported no remaining Grand Canyon Education position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Grand Canyon Education share in Q2 2024, an estimated $136.
  • TFO Wealth Partners first reported a position in Grand Canyon Education in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Grand Canyon Education position peaked at $4.12K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.