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

Tradition 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
2024 Q1	–	Sell	-270	Closed	-$36K	–	846
2023 Q4	$36K	Hold	270	–	–	﹤0.01%	704
2023 Q3	$32K	Hold	270	–	–	﹤0.01%	714
2023 Q2	$28K	Hold	270	–	–	﹤0.01%	787
2023 Q1	$31K	Hold	270	–	–	﹤0.01%	737
2022 Q4	$29K	Hold	270	–	–	﹤0.01%	667
2022 Q3	$22K	Buy	+270	New	+$23.4K	﹤0.01%	728

Other funds holding LOPE

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

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

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

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

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

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

VBA

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

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

Tradition Wealth Management's LOPE Position: Q1 2024 in Review

Tradition Wealth Management sold out of Grand Canyon Education (LOPE) in Q1 2024, closing a stake of 270 shares — an estimated $36K sold.

Tradition Wealth Management first reported a position in LOPE in Q3 2022 and held it in 6 quarters. The position peaked at $36K in Q4 2023. 372 funds tracked by Wall St. Rank hold LOPE as of Q1 2024.

Tradition Wealth Management reported no remaining Grand Canyon Education position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 270 Grand Canyon Education shares in Q1 2024, an estimated $36K.
Tradition Wealth Management first reported a position in Grand Canyon Education in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's Grand Canyon Education position peaked at $36K in Q4 2023.
372 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.