EWM
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Evermay Wealth Management’s Global Payments GPN Stock Holding History

Evermay 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
2024
Q1 		– Sell
-3
Closed -$381 – 661
2023
Q4 		$381 Buy
+3
New +$347 ﹤0.01% 593

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Evermay Wealth Management's GPN Position: Q1 2024 in Review

Evermay Wealth Management sold out of Global Payments (GPN) in Q1 2024, closing a stake of 3 shares — an estimated $381 sold.

Evermay Wealth Management first reported a position in GPN in Q4 2023 and held it in 1 quarter. The position peaked at $381 in Q4 2023. 941 funds tracked by Wall St. Rank hold GPN as of Q1 2024.

  • Evermay Wealth Management reported no remaining Global Payments position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 3 Global Payments shares in Q1 2024, an estimated $381.
  • Evermay Wealth Management first reported a position in Global Payments in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Global Payments position peaked at $381 in Q4 2023.
  • 941 funds tracked by Wall St. Rank held Global Payments as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.