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WealthPLAN Partners’s Global Payments GPN Stock Holding History

WealthPLAN Partners’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
-86
Closed -$9.05K – 1319
2023
Q1 		$9.05K Buy
+86
New +$9.32K ﹤0.01% 883
2016
Q3 		$13.1K Sell
172
-172
-50% -$13K ﹤0.01% 556
2016
Q2 		$12.3K Buy
+344
New +$25.4K ﹤0.01% 1651

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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 $3.37T AUM 44.26% 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

WealthPLAN Partners's GPN Position: Q2 2023 in Review

WealthPLAN Partners sold out of Global Payments (GPN) in Q2 2023, closing a stake of 86 shares — an estimated $9.05K sold.

WealthPLAN Partners first reported a position in GPN in Q2 2016 and held it in 3 quarters. The position peaked at $13.1K in Q3 2016. 832 funds tracked by Wall St. Rank hold GPN as of Q2 2023.

  • WealthPLAN Partners reported no remaining Global Payments position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 86 Global Payments shares in Q2 2023, an estimated $9.05K.
  • WealthPLAN Partners first reported a position in Global Payments in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Global Payments position peaked at $13.1K in Q3 2016.
  • 832 funds tracked by Wall St. Rank held Global Payments as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.