Crewe Advisors’s Global Payments GPN Stock Holding History

Crewe 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
2025 Q2	–	Sell	-90	Closed	-$8.81K	–	786
2025 Q1	$8.81K	Hold	90	–	–	﹤0.01%	432
2024 Q4	$10.1K	Buy	90 +47	+109%	+$5.14K	﹤0.01%	428
2024 Q3	$4.41K	Hold	43	–	–	﹤0.01%	591
2024 Q2	$4.16K	Hold	43	–	–	﹤0.01%	827
2024 Q1	$5.75K	Buy	+43	New	+$5.68K	﹤0.01%	707
2023 Q4	–	Sell	-50	Closed	-$5.77K	–	536
2023 Q3	$5.77K	Hold	50	–	–	﹤0.01%	281
2023 Q2	$4.93K	Hold	50	–	–	﹤0.01%	464
2023 Q1	$5.26K	Buy	50 +29	+138%	+$3.14K	﹤0.01%	629
2022 Q4	$2.09K	Sell	21 -11	-34%	-$1.15K	﹤0.01%	833
2022 Q3	$3K	Buy	32 +11	+52%	+$1.36K	﹤0.01%	960
2022 Q2	$2K	Buy	+21	New	+$2.65K	﹤0.01%	976
2021 Q4	–	Sell	-5	Closed	-$1K	–	426
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	377
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	437
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	438
2020 Q4	$1K	Sell	5 -2	-29%	-$373	﹤0.01%	428
2020 Q3	$1K	Buy	+7	New	+$1.21K	﹤0.01%	584

Other funds holding GPN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return