Summit Wealth Group’s Global Payments GPN Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-78	Closed	-$15K	–	123
2021 Q2	$15K	Hold	78	–	–	0.02%	87
2021 Q1	$16K	Buy	+78	New	+$15.5K	0.03%	78

Other funds holding GPN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Wealth Group's GPN Position: Q3 2021 in Review

Summit Wealth Group sold out of Global Payments (GPN) in Q3 2021, closing a stake of 78 shares — an estimated $15K sold.

Summit Wealth Group first reported a position in GPN in Q1 2021 and held it in 2 quarters. The position peaked at $16K in Q1 2021. 894 funds tracked by Wall St. Rank hold GPN as of Q3 2021.

Summit Wealth Group reported no remaining Global Payments position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 78 Global Payments shares in Q3 2021, an estimated $15K.
Summit Wealth Group first reported a position in Global Payments in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Global Payments position peaked at $16K in Q1 2021.
894 funds tracked by Wall St. Rank held Global Payments as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.