TCI Wealth Advisors’s Global Net Lease GNL Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-851	Closed	-$10.9K	–	1016
2023 Q1	$10.9K	Hold	851	–	–	﹤0.01%	1035
2022 Q4	$10.7K	Buy	851 +393	+86%	+$4.87K	﹤0.01%	1032
2022 Q3	$5K	Buy	458 +333	+266%	+$4.64K	﹤0.01%	1455
2022 Q2	$2K	Sell	125 -418	-77%	-$5.98K	﹤0.01%	1995
2022 Q1	$9K	Sell	543 -117	-18%	-$1.72K	﹤0.01%	1154
2021 Q4	$10K	Hold	660	–	–	﹤0.01%	1163
2021 Q3	$11K	Hold	660	–	–	﹤0.01%	1031
2021 Q2	$12K	Hold	660	–	–	﹤0.01%	850
2021 Q1	$12K	Buy	660 +535	+428%	+$9.48K	0.01%	752
2020 Q4	$2K	Sell	125 -26	-17%	-$425	﹤0.01%	1211
2020 Q3	$2K	Hold	151	–	–	﹤0.01%	1111
2020 Q2	$3K	Sell	151 -99	-40%	-$1.42K	﹤0.01%	899
2020 Q1	$3K	Buy	250 +125	+100%	+$2.33K	﹤0.01%	866
2019 Q4	$3K	Hold	125	–	–	﹤0.01%	1020
2019 Q3	$2K	Hold	125	–	–	﹤0.01%	1082
2019 Q2	$2K	Hold	125	–	–	﹤0.01%	1012
2019 Q1	$2K	Hold	125	–	–	﹤0.01%	1027
2018 Q4	$2K	Hold	125	–	–	﹤0.01%	998
2018 Q3	$3K	Hold	125	–	–	﹤0.01%	917
2018 Q2	$3K	Hold	125	–	–	﹤0.01%	937
2018 Q1	$2K	Buy	+125	New	+$2.2K	﹤0.01%	968

Other funds holding GNL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCI Wealth Advisors's GNL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Global Net Lease (GNL) in Q2 2023, closing a stake of 851 shares — an estimated $10.9K sold.

TCI Wealth Advisors first reported a position in GNL in Q1 2018 and held it in 21 quarters. The position peaked at $12K in Q2 2021. 249 funds tracked by Wall St. Rank hold GNL as of Q2 2023.

TCI Wealth Advisors reported no remaining Global Net Lease position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 851 Global Net Lease shares in Q2 2023, an estimated $10.9K.
TCI Wealth Advisors first reported a position in Global Net Lease in Q1 2018 and held it in 21 quarters.
TCI Wealth Advisors's Global Net Lease position peaked at $12K in Q2 2021.
249 funds tracked by Wall St. Rank held Global Net Lease as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.