SWA
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SOA Wealth Advisors’s Global Payments GPN Stock Holding History

SOA Wealth Advisors’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
2023
Q2 		– Sell
-22
Closed -$2.31K – 960
2023
Q1 		$2.31K Hold
22
– – ﹤0.01% 711
2022
Q4 		$2.19K Hold
22
– – ﹤0.01% 730
2022
Q3 		$2K Hold
22
– – ﹤0.01% 707
2022
Q2 		$2K Hold
22
– – ﹤0.01% 697
2022
Q1 		$3K Hold
22
– – ﹤0.01% 749
2021
Q4 		$2K Hold
22
– – ﹤0.01% 772
2021
Q3 		$3K Hold
22
– – ﹤0.01% 743
2021
Q2 		$4K Hold
22
– – ﹤0.01% 689
2021
Q1 		$4K Hold
22
– – ﹤0.01% 647
2020
Q4 		$4K Buy
+22
New +$4.1K ﹤0.01% 629

Other funds holding GPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return