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Sard Wealth Management Group’s Global Payments GPN Stock Holding History

Sard Wealth Management Group’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
-1,690
Closed -$226K – 47
2024
Q1 		$226K Buy
1,690
+7
+0.4% +$925 0.2% 39
2023
Q4 		$214K Buy
+1,683
New +$195K 0.22% 38

Other funds holding GPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Pzena Investment Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sard Wealth Management Group's GPN Position: Q2 2024 in Review

Sard Wealth Management Group sold out of Global Payments (GPN) in Q2 2024, closing a stake of 1,690 shares — an estimated $226K sold.

Sard Wealth Management Group first reported a position in GPN in Q4 2023 and held it in 2 quarters. The position peaked at $226K in Q1 2024. 899 funds tracked by Wall St. Rank hold GPN as of Q2 2024.

  • Sard Wealth Management Group reported no remaining Global Payments position as of Q2 2024 after selling out during the quarter.
  • Sard Wealth Management Group sold 1,690 Global Payments shares in Q2 2024, an estimated $226K.
  • Sard Wealth Management Group first reported a position in Global Payments in Q4 2023 and held it in 2 quarters.
  • Sard Wealth Management Group's Global Payments position peaked at $226K in Q1 2024.
  • 899 funds tracked by Wall St. Rank held Global Payments as of Q2 2024.

Based on Sard Wealth Management Group's 13F filing for Q2 2024, filed 15 Jul 2024.