PWAM
GLP icon

Private Wealth Asset Management’s Global Partners GLP Stock Holding History

Private Wealth Asset 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
2025
Q2 		– Sell
-400
Closed -$21.4K – 1157
2025
Q1 		$21.4K Buy
+400
New +$21.6K ﹤0.01% 508

Other funds holding GLP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HP
Hartree Partners New York $469M AUM 46.64% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Private Wealth Asset Management's GLP Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Global Partners (GLP) in Q2 2025, closing a stake of 400 shares — an estimated $21.4K sold.

Private Wealth Asset Management first reported a position in GLP in Q1 2025 and held it in 1 quarter. The position peaked at $21.4K in Q1 2025. 105 funds tracked by Wall St. Rank hold GLP as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Global Partners position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 400 Global Partners shares in Q2 2025, an estimated $21.4K.
  • Private Wealth Asset Management first reported a position in Global Partners in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Global Partners position peaked at $21.4K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held Global Partners as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.