MBL Wealth’s Global Payments GPN Stock Holding History

MBL Wealth’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
2024 Q2	–	Sell	-3,580	Closed	-$479K	–	218
2024 Q1	$479K	Buy	+3,580	New	+$473K	0.05%	133

Other funds holding GPN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MBL Wealth's GPN Position: Q2 2024 in Review

MBL Wealth sold out of Global Payments (GPN) in Q2 2024, closing a stake of 3,580 shares — an estimated $479K sold.

MBL Wealth first reported a position in GPN in Q1 2024 and held it in 1 quarter. The position peaked at $479K in Q1 2024. 899 funds tracked by Wall St. Rank hold GPN as of Q2 2024.

MBL Wealth reported no remaining Global Payments position as of Q2 2024 after selling out during the quarter.
MBL Wealth sold 3,580 Global Payments shares in Q2 2024, an estimated $479K.
MBL Wealth first reported a position in Global Payments in Q1 2024 and held it in 1 quarter.
MBL Wealth's Global Payments position peaked at $479K in Q1 2024.
899 funds tracked by Wall St. Rank held Global Payments as of Q2 2024.

Based on MBL Wealth's 13F filing for Q2 2024, filed 19 Jul 2024.