PFGIA
GLP icon

Patriot Financial Group Insurance Agency’s Global Partners GLP Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-375
Closed -$9K – 1002
2022
Q2 		$9K Buy
375
+5
+1% +$133 ﹤0.01% 1284
2022
Q1 		$10K Buy
370
+4
+1% +$105 ﹤0.01% 1360
2021
Q4 		$9K Buy
366
+6
+2% +$138 ﹤0.01% 1526
2021
Q3 		$8K Buy
360
+5
+1% +$113 ﹤0.01% 1551
2021
Q2 		$9K Buy
355
+155
+78% +$3.8K ﹤0.01% 1473
2021
Q1 		$4K Buy
+200
New +$4.03K ﹤0.01% 1615

Other funds holding GLP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GLP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global Partners (GLP) in Q3 2022, closing a stake of 375 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in GLP in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 88 funds tracked by Wall St. Rank hold GLP as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Global Partners position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 375 Global Partners shares in Q3 2022, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in Global Partners in Q1 2021 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Global Partners position peaked at $10K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held Global Partners as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.