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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 – 959
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SOA Wealth Advisors's GPN Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Global Payments (GPN) in Q2 2023, closing a stake of 22 shares — an estimated $2.31K sold.

SOA Wealth Advisors first reported a position in GPN in Q4 2020 and held it in 10 quarters. The position peaked at $4K in Q2 2021. 832 funds tracked by Wall St. Rank hold GPN as of Q2 2023.

  • SOA Wealth Advisors reported no remaining Global Payments position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 22 Global Payments shares in Q2 2023, an estimated $2.31K.
  • SOA Wealth Advisors first reported a position in Global Payments in Q4 2020 and held it in 10 quarters.
  • SOA Wealth Advisors's Global Payments position peaked at $4K in Q2 2021.
  • 832 funds tracked by Wall St. Rank held Global Payments as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.