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Bernardo Wealth Planning’s Global Net Lease GNL Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-14,912
Closed -$255K – 101
2020
Q4 		$255K Buy
14,912
+2,162
+17% +$35.4K 0.1% 149
2020
Q3 		$202K Buy
+12,750
New +$215K 0.09% 149

Other funds holding GNL

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bernardo Wealth Planning's GNL Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Global Net Lease (GNL) in Q1 2021, closing a stake of 14,912 shares — an estimated $255K sold.

Bernardo Wealth Planning first reported a position in GNL in Q3 2020 and held it in 2 quarters. The position peaked at $255K in Q4 2020. 245 funds tracked by Wall St. Rank hold GNL as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Global Net Lease position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 14,912 Global Net Lease shares in Q1 2021, an estimated $255K.
  • Bernardo Wealth Planning first reported a position in Global Net Lease in Q3 2020 and held it in 2 quarters.
  • Bernardo Wealth Planning's Global Net Lease position peaked at $255K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held Global Net Lease as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.