Lenox Wealth Advisors’s Global Payments GPN Stock Holding History

Lenox 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 Q1	$13K	Sell	95 -25	-21%	-$3.49K	﹤0.01%	438
2021 Q4	$16K	Buy	120 +13	+12%	+$1.79K	﹤0.01%	436
2021 Q3	$17K	Hold	107	–	–	﹤0.01%	388
2021 Q2	$20K	Buy	107 +81	+312%	+$16.3K	﹤0.01%	361
2021 Q1	$5K	Sell	26 -12	-32%	-$2.39K	﹤0.01%	501
2020 Q4	$8K	Sell	38 -118	-76%	-$22K	﹤0.01%	451
2020 Q3	$28K	Sell	156 -16	-9%	-$2.77K	﹤0.01%	237
2020 Q2	$29K	Hold	172	–	–	﹤0.01%	233
2020 Q1	$25K	Buy	172 +16	+10%	+$2.92K	﹤0.01%	223
2019 Q4	$28K	Hold	156	–	–	﹤0.01%	274
2019 Q3	$25K	Hold	156	–	–	﹤0.01%	257
2019 Q2	$25K	Buy	+156	New	+$23.2K	﹤0.01%	200
2018 Q3	–	Sell	-148	Closed	-$17K	–	454
2018 Q2	$17K	Sell	148 -46	-24%	-$5.2K	﹤0.01%	279
2018 Q1	$22K	Buy	194 +148	+322%	+$16.4K	0.01%	260
2017 Q4	$5K	Buy	+46	New	+$4.6K	﹤0.01%	219

Other funds holding GPN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's GPN Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Global Payments (GPN) stake by 21% in Q1 2022, selling an estimated $3.49K and leaving 95 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Lenox Wealth Advisors first reported a position in GPN in Q4 2017 and has held it in 15 quarters since. The position peaked at $29K in Q2 2020. 934 funds tracked by Wall St. Rank hold GPN as of Q1 2022.

Lenox Wealth Advisors held 95 shares of Global Payments worth $13K as of Q1 2022.
Lenox Wealth Advisors sold 25 Global Payments shares in Q1 2022, an estimated $3.49K.
Global Payments made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #438 holding.
Lenox Wealth Advisors first reported a position in Global Payments in Q4 2017 and has held it in 15 quarters since.
Lenox Wealth Advisors's Global Payments position peaked at $29K in Q2 2020.
934 funds tracked by Wall St. Rank held Global Payments as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.