Tolleson Wealth Management’s Global Payments GPN Stock Holding History

Tolleson 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
2022 Q1	–	Sell	-4,289	Closed	-$580K	–	72
2021 Q4	$580K	Hold	4,289	–	–	0.16%	51
2021 Q3	$676K	Hold	4,289	–	–	0.19%	45
2021 Q2	$804K	Hold	4,289	–	–	0.22%	45
2021 Q1	$865K	Hold	4,289	–	–	0.26%	44
2020 Q4	$924K	Sell	4,289 -1,075	-20%	-$200K	0.31%	35
2020 Q3	$953K	Sell	5,364 -310	-5%	-$53.6K	0.39%	34
2020 Q2	$962K	Hold	5,674	–	–	0.42%	33
2020 Q1	$818K	Hold	5,674	–	–	0.36%	34
2019 Q4	$1.04M	Hold	5,674	–	–	0.5%	27
2019 Q3	$902K	Hold	5,674	–	–	0.49%	26
2019 Q2	$909K	Hold	5,674	–	–	0.63%	18
2019 Q1	$775K	Hold	5,674	–	–	0.54%	20
2018 Q4	$585K	Buy	+5,674	New	+$625K	0.34%	24

Other funds holding GPN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return