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U.S. Capital Wealth Advisors’s Grand Canyon Education LOPE Stock Holding History

U.S. Capital 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
-50
Closed -$5.28K – 1137
2022
Q4 		$5.28K Buy
+50
New +$4.99K ﹤0.01% 1375

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

U.S. Capital Wealth Advisors's LOPE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Grand Canyon Education (LOPE) in Q1 2023, closing a stake of 50 shares — an estimated $5.28K sold.

U.S. Capital Wealth Advisors first reported a position in LOPE in Q4 2022 and held it in 1 quarter. The position peaked at $5.28K in Q4 2022. 336 funds tracked by Wall St. Rank hold LOPE as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Grand Canyon Education position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 50 Grand Canyon Education shares in Q1 2023, an estimated $5.28K.
  • U.S. Capital Wealth Advisors first reported a position in Grand Canyon Education in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Grand Canyon Education position peaked at $5.28K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.