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Cherry Tree Wealth Management’s Global Payments GPN Stock Holding History

Cherry Tree 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
2023
Q3 		– Sell
-1
Closed -$99 – 601
2023
Q2 		$99 Buy
+1
New +$103 ﹤0.01% 607

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T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cherry Tree Wealth Management's GPN Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Global Payments (GPN) in Q3 2023, closing a stake of 1 share — an estimated $99 sold.

Cherry Tree Wealth Management first reported a position in GPN in Q2 2023 and held it in 1 quarter. The position peaked at $99 in Q2 2023. 861 funds tracked by Wall St. Rank hold GPN as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Global Payments position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 1 Global Payments share in Q3 2023, an estimated $99.
  • Cherry Tree Wealth Management first reported a position in Global Payments in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Global Payments position peaked at $99 in Q2 2023.
  • 861 funds tracked by Wall St. Rank held Global Payments as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.