CM Wealth Advisors’s Global Payments GPN Stock Holding History

CM Wealth Advisors’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 Q2	–	Sell	-11,490	Closed	-$1.2M	–	268
2023 Q1	$1.2M	Buy	+11,490	New	+$1.25M	0.23%	122

Other funds holding GPN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CM Wealth Advisors's GPN Position: Q2 2023 in Review

CM Wealth Advisors sold out of Global Payments (GPN) in Q2 2023, closing a stake of 11,490 shares — an estimated $1.2M sold.

CM Wealth Advisors first reported a position in GPN in Q1 2023 and held it in 1 quarter. The position peaked at $1.2M in Q1 2023. 832 funds tracked by Wall St. Rank hold GPN as of Q2 2023.

CM Wealth Advisors reported no remaining Global Payments position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 11,490 Global Payments shares in Q2 2023, an estimated $1.2M.
CM Wealth Advisors first reported a position in Global Payments in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Global Payments position peaked at $1.2M in Q1 2023.
832 funds tracked by Wall St. Rank held Global Payments as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.