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WAM
Wealthspire Advisors (Maryland)’s
Grand Canyon Education
LOPE
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
LOPE Stock Details
LOPE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-786
Closed
-$90K
–
1327
2019
Q1
$90K
Buy
786
+118
+18%
+$12.2K
0.01%
675
2018
Q4
$64K
Buy
668
+150
+29%
+$17.4K
0.01%
756
2018
Q3
$58K
Buy
518
+106
+26%
+$12.4K
﹤0.01%
915
2018
Q2
$46K
Sell
412
-4
-1%
-$439
﹤0.01%
1004
2018
Q1
$44K
Sell
416
-769
-65%
-$74.3K
﹤0.01%
1032
2017
Q4
$106K
Sell
1,185
-309
-21%
-$28K
0.01%
692
2017
Q3
$136K
Buy
1,494
+370
+33%
+$29.7K
0.01%
602
2017
Q2
$88K
Sell
1,124
-1,573
-58%
-$120K
0.01%
738
2017
Q1
$193K
Buy
2,697
+129
+5%
+$8.01K
0.03%
405
2016
Q4
$150K
Sell
2,568
-1,502
-37%
-$76.8K
0.02%
454
2016
Q3
$164K
Buy
4,070
+131
+3%
+$5.45K
0.03%
438
2016
Q2
$157K
Buy
3,939
+239
+6%
+$10.1K
0.03%
430
2016
Q1
$158K
Buy
3,700
+225
+6%
+$8.67K
0.03%
413
2015
Q4
$139K
Buy
+3,475
New
+$137K
0.03%
453
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1-Year Est. Return
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41.92%
1-Year Est. Return
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$733B AUM
35.63%
1-Year Est. Return
William Blair Investment Management
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$30.3B AUM
33.75%
1-Year Est. Return
BlackRock
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$5.72T AUM
30.48%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
ACH
ArrowMark Colorado Holdings
Denver, Colorado
$3.76B AUM
21.77%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Handelsbanken Fonder
Stockholm, Sweden
$35.1B AUM
47.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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