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WealthPLAN Partners’s Global Net Lease GNL Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-2,437
Closed -$25.1K – 625
2023
Q2 		$25.1K Sell
2,437
-1,977
-45% -$21.3K ﹤0.01% 634
2023
Q1 		$56.8K Buy
+4,414
New +$60.6K 0.01% 533

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's GNL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Global Net Lease (GNL) in Q3 2023, closing a stake of 2,437 shares — an estimated $25.1K sold.

WealthPLAN Partners first reported a position in GNL in Q1 2023 and held it in 2 quarters. The position peaked at $56.8K in Q1 2023. 323 funds tracked by Wall St. Rank hold GNL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Global Net Lease position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,437 Global Net Lease shares in Q3 2023, an estimated $25.1K.
  • WealthPLAN Partners first reported a position in Global Net Lease in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Global Net Lease position peaked at $56.8K in Q1 2023.
  • 323 funds tracked by Wall St. Rank held Global Net Lease as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.