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Sheets Smith Wealth Management’s Global Payments GPN Stock Holding History

Sheets Smith Wealth Management’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
-3,433
Closed -$459K – 388
2024
Q1 		$459K Buy
+3,433
New +$454K 0.05% 256
2021
Q4 		– Sell
-1,449
Closed -$228K – 386
2021
Q3 		$228K Sell
1,449
-2,186
-60% -$380K 0.03% 338
2021
Q2 		$682K Buy
3,635
+2,186
+151% +$440K 0.09% 182
2021
Q1 		$292K Hold
1,449
– – 0.04% 276
2020
Q4 		$312K Buy
1,449
+67
+5% +$12.5K 0.05% 269
2020
Q3 		$245K Hold
1,382
– – 0.04% 262
2020
Q2 		$234K Buy
+1,382
New +$230K 0.05% 223
2020
Q1 		– Sell
-4,692
Closed -$852K – 295
2019
Q4 		$852K Sell
4,692
-12
-0.3% -$2.06K 0.16% 137
2019
Q3 		$748K Sell
4,704
-18
-0.4% -$2.94K 0.15% 149
2019
Q2 		$756K Sell
4,722
-28
-0.6% -$4.16K 0.16% 150
2019
Q1 		$648K Buy
+4,750
New +$577K 0.14% 165
2018
Q4 		– Sell
-6,953
Closed -$886K – 294
2018
Q3 		$886K Buy
6,953
+57
+0.8% +$6.86K 0.18% 139
2018
Q2 		$769K Buy
6,896
+249
+4% +$28.1K 0.18% 135
2018
Q1 		$741K Sell
6,647
-124
-2% -$13.7K 0.18% 143
2017
Q4 		$679K Buy
6,771
+141
+2% +$14.1K 0.16% 157
2017
Q3 		$630K Buy
+6,630
New +$625K 0.16% 163

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

Sheets Smith Wealth Management's GPN Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of Global Payments (GPN) in Q2 2024, closing a stake of 3,433 shares — an estimated $459K sold.

Sheets Smith Wealth Management first reported a position in GPN in Q3 2017 and held it in 16 quarters. The position peaked at $886K in Q3 2018. 899 funds tracked by Wall St. Rank hold GPN as of Q2 2024.

  • Sheets Smith Wealth Management reported no remaining Global Payments position as of Q2 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,433 Global Payments shares in Q2 2024, an estimated $459K.
  • Sheets Smith Wealth Management first reported a position in Global Payments in Q3 2017 and held it in 16 quarters.
  • Sheets Smith Wealth Management's Global Payments position peaked at $886K in Q3 2018.
  • 899 funds tracked by Wall St. Rank held Global Payments as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.