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Wealthspire Advisors (Maryland)’s Global Payments GPN Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$510K Sell
2,870
-284
-9% -$49.1K 0.02% 269
2020
Q2 		$535K Sell
3,154
-741
-19% -$123K 0.04% 246
2020
Q1 		$562K Buy
3,895
+213
+6% +$38.9K 0.05% 215
2019
Q4 		$672K Sell
3,682
-128
-3% -$22K 0.05% 228
2019
Q3 		$606K Buy
3,810
+498
+15% +$81.3K 0.04% 228
2019
Q2 		$530K Sell
3,312
-147
-4% -$21.9K 0.04% 245
2019
Q1 		$472K Sell
3,459
-1,344
-28% -$163K 0.04% 262
2018
Q4 		$495K Sell
4,803
-137
-3% -$15.1K 0.04% 225
2018
Q3 		$629K Sell
4,940
-1,435
-23% -$173K 0.05% 203
2018
Q2 		$711K Buy
6,375
+8
+0.1% +$904 0.06% 175
2018
Q1 		$710K Sell
6,367
-202
-3% -$22.3K 0.07% 178
2017
Q4 		$658K Sell
6,569
-1
-0% -$100 0.06% 212
2017
Q3 		$624K Buy
6,570
+49
+0.8% +$4.62K 0.07% 202
2017
Q2 		$589K Sell
6,521
-808
-11% -$69.9K 0.07% 195
2017
Q1 		$591K Buy
7,329
+186
+3% +$14.6K 0.08% 157
2016
Q4 		$496K Buy
7,143
+696
+11% +$50K 0.07% 179
2016
Q3 		$495K Sell
6,447
-37
-0.6% -$2.79K 0.08% 178
2016
Q2 		$463K Buy
6,484
+20
+0.3% +$1.48K 0.08% 173
2016
Q1 		$422K Buy
6,464
+81
+1% +$4.8K 0.07% 183
2015
Q4 		$412K Buy
+6,383
New +$430K 0.08% 186

Other funds holding GPN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GPN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Global Payments (GPN) stake by 9% in Q3 2020, selling an estimated $49.1K and leaving 2,870 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #269.

Wealthspire Advisors (Maryland) first reported a position in GPN in Q4 2015 and has held it in 20 quarters since. The position peaked at $711K in Q2 2018. 847 funds tracked by Wall St. Rank hold GPN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,870 shares of Global Payments worth $510K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 284 Global Payments shares in Q3 2020, an estimated $49.1K.
  • Global Payments made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #269 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Global Payments in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Global Payments position peaked at $711K in Q2 2018.
  • 847 funds tracked by Wall St. Rank held Global Payments as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.