CSWM
GPN icon

Cassady Schiller Wealth Management’s Global Payments GPN Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$1.57K Buy
+14
New +$1.53K ﹤0.01% 653
2022
Q1 		– Sell
-17
Closed -$2K – 301
2021
Q4 		$2K Buy
+17
New +$2.34K ﹤0.01% 398

Other funds holding GPN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Cassady Schiller Wealth Management's GPN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Global Payments (GPN) in Q4 2024: 14 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in GPN as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in GPN in Q4 2021 and has held it in 2 quarters since. The position peaked at $2K in Q4 2021. 929 funds tracked by Wall St. Rank hold GPN as of Q4 2024.

  • Cassady Schiller Wealth Management held 14 shares of Global Payments worth $1.57K as of Q4 2024.
  • Global Payments was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Global Payments made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #653 holding.
  • Cassady Schiller Wealth Management first reported a position in Global Payments in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Global Payments position peaked at $2K in Q4 2021.
  • 929 funds tracked by Wall St. Rank held Global Payments as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.