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Avantax Planning Partners’s Global Payments GPN Stock Holding History

Avantax Planning Partners’s Portfolio GPN Stock Details GPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,682
Closed -$453K – 458
2024
Q2 		$453K Buy
+4,682
New +$516K 0.01% 301
2023
Q2 		– Sell
-2,017
Closed -$212K – 378
2023
Q1 		$212K Hold
2,017
– – 0.01% 349
2022
Q4 		$200K Sell
2,017
-16
-0.8% -$1.67K 0.01% 352
2022
Q3 		$220K Sell
2,033
-74
-4% -$9.13K 0.01% 315
2022
Q2 		$233K Sell
2,107
-192
-8% -$24.3K 0.01% 305
2022
Q1 		$315K Buy
2,299
+206
+10% +$28.8K 0.01% 271
2021
Q4 		$283K Buy
2,093
+808
+63% +$111K 0.01% 286
2021
Q3 		$202K Hold
1,285
– – 0.01% 320
2021
Q2 		$241K Buy
1,285
+290
+29% +$58.4K 0.01% 284
2021
Q1 		$201K Buy
+995
New +$198K 0.01% 295
2018
Q4 		– Sell
-712
Closed -$91K – 643
2018
Q3 		$91K Buy
+712
New +$85.6K 0.01% 365
2018
Q2 		– Sell
-11,646
Closed -$1.3M – 716
2018
Q1 		$1.3M Sell
11,646
-15
-0.1% -$1.66K 0.11% 84
2017
Q4 		$1.17M Sell
11,661
-2,727
-19% -$273K 0.11% 89
2017
Q3 		$1.37M Sell
14,388
-3,067
-18% -$289K 0.11% 88
2017
Q2 		$1.58M Buy
17,455
+96
+0.6% +$8.3K 0.13% 74
2017
Q1 		$1.4M Sell
17,359
-7
-0% -$549 0.13% 73
2016
Q4 		$1.21M Buy
+17,366
New +$1.25M 0.13% 74

Other funds holding GPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Planning Partners's GPN Position: Q3 2024 in Review

Avantax Planning Partners sold out of Global Payments (GPN) in Q3 2024, closing a stake of 4,682 shares — an estimated $453K sold.

Avantax Planning Partners first reported a position in GPN in Q4 2016 and held it in 17 quarters. The position peaked at $1.58M in Q2 2017. 893 funds tracked by Wall St. Rank hold GPN as of Q3 2024.

  • Avantax Planning Partners reported no remaining Global Payments position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 4,682 Global Payments shares in Q3 2024, an estimated $453K.
  • Avantax Planning Partners first reported a position in Global Payments in Q4 2016 and held it in 17 quarters.
  • Avantax Planning Partners's Global Payments position peaked at $1.58M in Q2 2017.
  • 893 funds tracked by Wall St. Rank held Global Payments as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.