EWA
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Evolution Wealth Advisors’s Global Payments GPN Stock Holding History

Evolution 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
2022
Q2 		– Sell
-1,655
Closed -$228K – 123
2022
Q1 		$228K Sell
1,655
-262
-14% -$36.6K 0.05% 103
2021
Q4 		$259 Sell
1,917
-374
-16% -$51.6K 0.04% 109
2021
Q3 		$361K Buy
2,291
+765
+50% +$133K 0.08% 73
2021
Q2 		$286K Buy
1,526
+142
+10% +$28.6K 0.06% 91
2021
Q1 		$279K Hold
1,384
– – 0.06% 90
2020
Q4 		$298K Buy
1,384
+258
+23% +$48.1K 0.07% 88
2020
Q3 		$200K Sell
1,126
-42
-4% -$7.27K 0.05% 96
2020
Q2 		$198K Sell
1,168
-25
-2% -$4.16K 0.06% 80
2020
Q1 		$172K Buy
1,193
+378
+46% +$69.1K 0.07% 68
2019
Q4 		$149K Buy
815
+762
+1,438% +$131K 0.04% 87
2019
Q3 		$8K Buy
53
+35
+194% +$5.71K ﹤0.01% 211
2019
Q2 		$3K Buy
+18
New +$2.68K ﹤0.01% 342

Other funds holding GPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return