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BerganKDV Wealth Management’s Global Net Lease GNL Stock Holding History

BerganKDV 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
2022
Q4 		– Sell
-500
Closed -$5K – 1071
2022
Q3 		$5K Buy
+500
New +$6.96K ﹤0.01% 678
2022
Q1 		– Sell
-500
Closed -$8K – 1035
2021
Q4 		$8K Buy
+500
New +$7.77K ﹤0.01% 700

Other funds holding GNL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OPPTF
OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada $22.4M AUM 25.54% 1-Year Est. Return

BerganKDV Wealth Management's GNL Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Global Net Lease (GNL) in Q4 2022, closing a stake of 500 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in GNL in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 257 funds tracked by Wall St. Rank hold GNL as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Global Net Lease position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 500 Global Net Lease shares in Q4 2022, an estimated $5K.
  • BerganKDV Wealth Management first reported a position in Global Net Lease in Q4 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's Global Net Lease position peaked at $8K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Global Net Lease as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.