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Beaird Harris Wealth Management’s Global Net Lease GNL Stock Holding History

Beaird Harris Wealth Management’s Portfolio GNL Stock Details GNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,680
Closed -$19.7K – 602
2024
Q2 		$19.7K Hold
2,680
– – ﹤0.01% 300
2024
Q1 		$20.8K Hold
2,680
– – ﹤0.01% 275
2023
Q4 		$26.7K Hold
2,680
– – ﹤0.01% 237
2023
Q3 		$25.8K Buy
+2,680
New +$28.9K ﹤0.01% 221

Other funds holding GNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Beaird Harris Wealth Management's GNL Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Global Net Lease (GNL) in Q3 2024, closing a stake of 2,680 shares — an estimated $19.7K sold.

Beaird Harris Wealth Management first reported a position in GNL in Q3 2023 and held it in 4 quarters. The position peaked at $26.7K in Q4 2023. 316 funds tracked by Wall St. Rank hold GNL as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Global Net Lease position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2,680 Global Net Lease shares in Q3 2024, an estimated $19.7K.
  • Beaird Harris Wealth Management first reported a position in Global Net Lease in Q3 2023 and held it in 4 quarters.
  • Beaird Harris Wealth Management's Global Net Lease position peaked at $26.7K in Q4 2023.
  • 316 funds tracked by Wall St. Rank held Global Net Lease as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.