Heritage Wealth Advisors’s Global Payments GPN Stock Holding History

Heritage 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
2023 Q2	–	Sell	-11	Closed	-$1.16K	–	575
2023 Q1	$1.16K	Buy	+11	New	+$1.19K	﹤0.01%	529
2022 Q3	–	Sell	-148	Closed	-$16K	–	546
2022 Q2	$16K	Hold	148	–	–	﹤0.01%	438
2022 Q1	$20K	Hold	148	–	–	﹤0.01%	394
2021 Q4	$20K	Hold	148	–	–	﹤0.01%	408
2021 Q3	$23.3K	Hold	148	–	–	﹤0.01%	392
2021 Q2	$27.8K	Hold	148	–	–	﹤0.01%	385
2021 Q1	$29.8K	Hold	148	–	–	﹤0.01%	384
2020 Q4	$32K	Hold	148	–	–	﹤0.01%	367
2020 Q3	$26.3K	Hold	148	–	–	﹤0.01%	329
2020 Q2	$25.1K	Hold	148	–	–	﹤0.01%	313
2020 Q1	$21.3K	Hold	148	–	–	﹤0.01%	318
2019 Q4	$27K	Hold	148	–	–	﹤0.01%	354
2019 Q3	$23K	Hold	148	–	–	﹤0.01%	337
2019 Q2	$23.7K	Buy	+148	New	+$22K	﹤0.01%	322

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

OAG

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Heritage Wealth Advisors's GPN Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of Global Payments (GPN) in Q2 2023, closing a stake of 11 shares — an estimated $1.16K sold.

Heritage Wealth Advisors first reported a position in GPN in Q2 2019 and held it in 14 quarters. The position peaked at $32K in Q4 2020. 832 funds tracked by Wall St. Rank hold GPN as of Q2 2023.

Heritage Wealth Advisors reported no remaining Global Payments position as of Q2 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 11 Global Payments shares in Q2 2023, an estimated $1.16K.
Heritage Wealth Advisors first reported a position in Global Payments in Q2 2019 and held it in 14 quarters.
Heritage Wealth Advisors's Global Payments position peaked at $32K in Q4 2020.
832 funds tracked by Wall St. Rank held Global Payments as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.