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Legend Financial Advisors’s Global Payments GPN Stock Holding History

Legend Financial 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
Q1 		– Sell
-4,528
Closed -$450K – 237
2022
Q4 		$450K Sell
4,528
-21
-0.5% -$2.19K 0.39% 31
2022
Q3 		$492K Sell
4,549
-99
-2% -$12.2K 0.46% 24
2022
Q2 		$514K Buy
+4,648
New +$588K 0.53% 22

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 $3.37T AUM 44.26% 1-Year Est. Return
SF
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Legend Financial Advisors's GPN Position: Q1 2023 in Review

Legend Financial Advisors sold out of Global Payments (GPN) in Q1 2023, closing a stake of 4,528 shares — an estimated $450K sold.

Legend Financial Advisors first reported a position in GPN in Q2 2022 and held it in 3 quarters. The position peaked at $514K in Q2 2022. 852 funds tracked by Wall St. Rank hold GPN as of Q1 2023.

  • Legend Financial Advisors reported no remaining Global Payments position as of Q1 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 4,528 Global Payments shares in Q1 2023, an estimated $450K.
  • Legend Financial Advisors first reported a position in Global Payments in Q2 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Global Payments position peaked at $514K in Q2 2022.
  • 852 funds tracked by Wall St. Rank held Global Payments as of Q1 2023.

Based on Legend Financial Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.