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Level Financial Advisors’s Global Payments GPN Stock Holding History

Level 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
-8
Closed -$1K – 271
2022
Q4 		$1K Buy
+8
New +$834 ﹤0.01% 255

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
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

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

Level Financial Advisors sold out of Global Payments (GPN) in Q1 2023, closing a stake of 8 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in GPN in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 852 funds tracked by Wall St. Rank hold GPN as of Q1 2023.

  • Level Financial Advisors reported no remaining Global Payments position as of Q1 2023 after selling out during the quarter.
  • Level Financial Advisors sold 8 Global Payments shares in Q1 2023, an estimated $1K.
  • Level Financial Advisors first reported a position in Global Payments in Q4 2022 and held it in 1 quarter.
  • Level Financial Advisors's Global Payments position peaked at $1K in Q4 2022.
  • 852 funds tracked by Wall St. Rank held Global Payments as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.