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MinichMacGregor Wealth Management’s Global Partners GLP Stock Holding History

MinichMacGregor Wealth Management’s Portfolio GLP Stock Details GLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-701
Closed -$24.4K – 303
2022
Q4 		$24.4K Buy
+701
New +$21.7K 0.01% 278

Other funds holding GLP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
HP
Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MinichMacGregor Wealth Management's GLP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Global Partners (GLP) in Q1 2023, closing a stake of 701 shares — an estimated $24.4K sold.

MinichMacGregor Wealth Management first reported a position in GLP in Q4 2022 and held it in 1 quarter. The position peaked at $24.4K in Q4 2022. 107 funds tracked by Wall St. Rank hold GLP as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Global Partners position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 701 Global Partners shares in Q1 2023, an estimated $24.4K.
  • MinichMacGregor Wealth Management first reported a position in Global Partners in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Global Partners position peaked at $24.4K in Q4 2022.
  • 107 funds tracked by Wall St. Rank held Global Partners as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.