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Litman Gregory Wealth Management’s Global Payments GPN Stock Holding History

Litman Gregory Wealth Management’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
2019
Q4 		– Sell
-12
Closed -$2K – 234
2019
Q3 		$2K Sell
12
-12
-50% -$1.96K ﹤0.01% 175
2019
Q2 		$4K Buy
+24
New +$3.57K ﹤0.01% 183

Other funds holding GPN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Litman Gregory Wealth Management's GPN Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Global Payments (GPN) in Q4 2019, closing a stake of 12 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in GPN in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 879 funds tracked by Wall St. Rank hold GPN as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Global Payments position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 12 Global Payments shares in Q4 2019, an estimated $2K.
  • Litman Gregory Wealth Management first reported a position in Global Payments in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Global Payments position peaked at $4K in Q2 2019.
  • 879 funds tracked by Wall St. Rank held Global Payments as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.