IAA
GB

Independent Advisor Alliance’s Global Blue Group Holding GB Stock Holding History

Independent Advisor Alliance’s Portfolio GB Stock Details GB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,800
Closed -$165K – 1021
2024
Q4 		$165K Sell
23,800
-18,099
-43% -$104K ﹤0.01% 1304
2024
Q3 		$229K Buy
+41,899
New +$212K 0.01% 628

Other funds holding GB

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Independent Advisor Alliance's GB Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Global Blue Group Holding (GB) in Q1 2025, closing a stake of 23,800 shares — an estimated $165K sold.

Independent Advisor Alliance first reported a position in GB in Q3 2024 and held it in 2 quarters. The position peaked at $229K in Q3 2024. 66 funds tracked by Wall St. Rank hold GB as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Global Blue Group Holding position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 23,800 Global Blue Group Holding shares in Q1 2025, an estimated $165K.
  • Independent Advisor Alliance first reported a position in Global Blue Group Holding in Q3 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Global Blue Group Holding position peaked at $229K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Global Blue Group Holding as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.