FGAM
BNL

Financial Gravity Asset Management’s BUNZL PLC ADS (RP 5 ORD SHS) BNL Stock Holding History

Financial Gravity Asset Management’s Portfolio BNL Stock Details BNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-58
Closed -$2.21K – 1845
2024
Q1 		$2.21K Hold
58
– – ﹤0.01% 669
2023
Q4 		$2.44K Buy
+58
New +$2.44K ﹤0.01% 691

Other funds holding BNL

OBGC
O'Brien Greene & Co Media, Pennsylvania $362M AUM 29.47% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Financial Gravity Asset Management's BNL Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of BUNZL PLC ADS (RP 5 ORD SHS) (BNL) in Q2 2024, closing a stake of 58 shares — an estimated $2.21K sold.

Financial Gravity Asset Management first reported a position in BNL in Q4 2023 and held it in 2 quarters. The position peaked at $2.44K in Q4 2023. 9 funds tracked by Wall St. Rank hold BNL as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining BUNZL PLC ADS (RP 5 ORD SHS) position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 58 BUNZL PLC ADS (RP 5 ORD SHS) shares in Q2 2024, an estimated $2.21K.
  • Financial Gravity Asset Management first reported a position in BUNZL PLC ADS (RP 5 ORD SHS) in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's BUNZL PLC ADS (RP 5 ORD SHS) position peaked at $2.44K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held BUNZL PLC ADS (RP 5 ORD SHS) as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.