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Legacy Wealth Management (Mississippi)’s Global Payments GPN Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q4 		– Sell
-18,514
Closed -$2M – 74
2022
Q3 		$2M Buy
18,514
+1,256
+7% +$155K 1.35% 21
2022
Q2 		$1.91M Buy
17,258
+2,997
+21% +$379K 1.16% 27
2022
Q1 		$1.95M Buy
14,261
+179
+1% +$25K 1.02% 29
2021
Q4 		$1.9M Buy
14,082
+6,516
+86% +$898K 0.97% 30
2021
Q3 		$1.19M Hold
7,566
– – 0.64% 48
2021
Q2 		$1.42M Sell
7,566
-25
-0.3% -$5.03K 0.79% 39
2021
Q1 		$1.53M Buy
7,591
+112
+1% +$22.3K 0.93% 35
2020
Q4 		$1.61M Sell
7,479
-390
-5% -$72.7K 1.02% 30
2020
Q3 		$1.4M Buy
7,869
+784
+11% +$136K 0.96% 35
2020
Q2 		$1.2M Buy
7,085
+242
+4% +$40.3K 0.92% 36
2020
Q1 		$987K Buy
6,843
+2,794
+69% +$511K 0.92% 32
2019
Q4 		$739K Buy
+4,049
New +$695K 0.64% 47

Other funds holding GPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Synovus Financial
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s GPN Position: Q4 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Global Payments (GPN) in Q4 2022, closing a stake of 18,514 shares — an estimated $2M sold.

Legacy Wealth Management (Mississippi) first reported a position in GPN in Q4 2019 and held it in 12 quarters. The position peaked at $2M in Q3 2022. 833 funds tracked by Wall St. Rank hold GPN as of Q4 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining Global Payments position as of Q4 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 18,514 Global Payments shares in Q4 2022, an estimated $2M.
  • Legacy Wealth Management (Mississippi) first reported a position in Global Payments in Q4 2019 and held it in 12 quarters.
  • Legacy Wealth Management (Mississippi)'s Global Payments position peaked at $2M in Q3 2022.
  • 833 funds tracked by Wall St. Rank held Global Payments as of Q4 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2022, filed 12 Dec 2024.