Consolidated Planning Corp’s Global Payments GPN Stock Holding History

Consolidated Planning Corp’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
2025 Q1	–	Sell	-1,828	Closed	-$205K	–	198
2024 Q4	$205K	Buy	+1,828	New	+$200K	0.03%	194
2024 Q2	–	Sell	-1,828	Closed	-$244K	–	193
2024 Q1	$244K	Hold	1,828	–	–	0.04%	163
2023 Q4	$232K	Hold	1,828	–	–	0.04%	149
2023 Q3	$211K	Buy	+1,828	New	+$217K	0.05%	149
2022 Q3	–	Sell	-1,828	Closed	-$202K	–	117
2022 Q2	$202K	Buy	1,828 +9	+0.5%	+$1.14K	0.06%	114
2022 Q1	$249K	Hold	1,819	–	–	0.17%	48
2021 Q4	$246K	Sell	1,819 -1,900	-51%	-$262K	0.16%	56
2021 Q3	$586K	Hold	3,719	–	–	0.38%	28
2021 Q2	$697K	Hold	3,719	–	–	0.52%	21
2021 Q1	$749K	Sell	3,719 -45	-1%	-$8.96K	0.48%	21
2020 Q4	$810K	Hold	3,764	–	–	0.53%	24
2020 Q3	$668K	Sell	3,764 -700	-16%	-$121K	0.5%	22
2020 Q2	$757K	Hold	4,464	–	–	0.74%	20
2020 Q1	$644K	Hold	4,464	–	–	0.81%	18
2019 Q4	$815K	Buy	+4,464	New	+$766K	0.81%	16

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Consolidated Planning Corp's GPN Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Global Payments (GPN) in Q1 2025, closing a stake of 1,828 shares — an estimated $205K sold.

Consolidated Planning Corp first reported a position in GPN in Q4 2019 and held it in 15 quarters. The position peaked at $815K in Q4 2019. 876 funds tracked by Wall St. Rank hold GPN as of Q1 2025.

Consolidated Planning Corp reported no remaining Global Payments position as of Q1 2025 after selling out during the quarter.
Consolidated Planning Corp sold 1,828 Global Payments shares in Q1 2025, an estimated $205K.
Consolidated Planning Corp first reported a position in Global Payments in Q4 2019 and held it in 15 quarters.
Consolidated Planning Corp's Global Payments position peaked at $815K in Q4 2019.
876 funds tracked by Wall St. Rank held Global Payments as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.