Elwood & Goetz Wealth Advisory Group’s Global Payments GPN Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
2021 Q4	–	Sell	-1,568	Closed	-$247K	–	57
2021 Q3	$247K	Sell	1,568 -148	-9%	-$25.7K	0.09%	50
2021 Q2	$322K	Sell	1,716 -2	-0.1%	-$402	0.12%	40
2021 Q1	$346K	Hold	1,718	–	–	0.14%	34
2020 Q4	$370K	Sell	1,718 -236	-12%	-$44K	0.17%	35
2020 Q3	$347K	Sell	1,954 -111	-5%	-$19.2K	0.19%	29
2020 Q2	$350K	Hold	2,065	–	–	0.21%	27
2020 Q1	$298K	Sell	2,065 -2	-0.1%	-$366	0.22%	24
2019 Q4	$377K	Hold	2,067	–	–	0.27%	23
2019 Q3	$329K	Buy	+2,067	New	+$337K	0.26%	24

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Elwood & Goetz Wealth Advisory Group's GPN Position: Q4 2021 in Review

Elwood & Goetz Wealth Advisory Group sold out of Global Payments (GPN) in Q4 2021, closing a stake of 1,568 shares — an estimated $247K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in GPN in Q3 2019 and held it in 9 quarters. The position peaked at $377K in Q4 2019. 928 funds tracked by Wall St. Rank hold GPN as of Q4 2021.

Elwood & Goetz Wealth Advisory Group reported no remaining Global Payments position as of Q4 2021 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 1,568 Global Payments shares in Q4 2021, an estimated $247K.
Elwood & Goetz Wealth Advisory Group first reported a position in Global Payments in Q3 2019 and held it in 9 quarters.
Elwood & Goetz Wealth Advisory Group's Global Payments position peaked at $377K in Q4 2019.
928 funds tracked by Wall St. Rank held Global Payments as of Q4 2021.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2021, filed 14 Jan 2022.