Paradigm Strategies in Wealth Management’s Global Partners GLP Stock Holding History

Paradigm Strategies in 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
2021 Q2	–	Sell	-1,650	Closed	-$35K	–	255
2021 Q1	$35K	Buy	+1,650	New	+$33.2K	0.03%	116

Other funds holding GLP

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Paradigm Strategies in Wealth Management's GLP Position: Q2 2021 in Review

Paradigm Strategies in Wealth Management sold out of Global Partners (GLP) in Q2 2021, closing a stake of 1,650 shares — an estimated $35K sold.

Paradigm Strategies in Wealth Management first reported a position in GLP in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 74 funds tracked by Wall St. Rank hold GLP as of Q2 2021.

Paradigm Strategies in Wealth Management reported no remaining Global Partners position as of Q2 2021 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 1,650 Global Partners shares in Q2 2021, an estimated $35K.
Paradigm Strategies in Wealth Management first reported a position in Global Partners in Q1 2021 and held it in 1 quarter.
Paradigm Strategies in Wealth Management's Global Partners position peaked at $35K in Q1 2021.
74 funds tracked by Wall St. Rank held Global Partners as of Q2 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2021, filed 30 Jul 2021.