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Walled Lake Planning & Wealth Management’s Global Payments GPN Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-200
Closed -$32K – 188
2021
Q3 		$32K Buy
+200
New +$34.7K 0.02% 189

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BlackRock New York $5.72T 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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Walled Lake Planning & Wealth Management's GPN Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Global Payments (GPN) in Q4 2021, closing a stake of 200 shares — an estimated $32K sold.

Walled Lake Planning & Wealth Management first reported a position in GPN in Q3 2021 and held it in 1 quarter. The position peaked at $32K in Q3 2021. 927 funds tracked by Wall St. Rank hold GPN as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Global Payments position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 200 Global Payments shares in Q4 2021, an estimated $32K.
  • Walled Lake Planning & Wealth Management first reported a position in Global Payments in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Global Payments position peaked at $32K in Q3 2021.
  • 927 funds tracked by Wall St. Rank held Global Payments as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.