Atlas Private Wealth Management’s Broadstone Net Lease BNL Stock Holding History

Atlas Private Wealth 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 Q1	$421K	Hold	26,844	–	–	0.18%	96
2023 Q4	$462K	Hold	26,844	–	–	0.22%	93
2023 Q3	$384K	Hold	26,844	–	–	0.21%	93
2023 Q2	$414K	Hold	26,844	–	–	0.22%	91
2023 Q1	$457K	Hold	26,844	–	–	0.27%	90
2022 Q4	$435K	Hold	26,844	–	–	0.2%	87
2022 Q3	$417K	Hold	26,844	–	–	0.3%	81
2022 Q2	$551K	Hold	26,844	–	–	0.38%	80
2022 Q1	$585K	Hold	26,844	–	–	0.34%	87
2021 Q4	$666K	Hold	26,844	–	–	0.37%	79
2021 Q3	$666K	Hold	26,844	–	–	0.41%	75
2021 Q2	$628K	Hold	26,844	–	–	0.39%	75
2021 Q1	$491K	Buy	+26,844	New	+$496K	0.31%	83

Other funds holding BNL

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Atlas Private Wealth Management's BNL Position: Q1 2024 in Review

Atlas Private Wealth Management held its Broadstone Net Lease (BNL) position steady in Q1 2024 at 26,844 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #96.

Atlas Private Wealth Management first reported a position in BNL in Q1 2021 and has held it in 13 quarters since. The position peaked at $666K in Q4 2021. 278 funds tracked by Wall St. Rank hold BNL as of Q1 2024.

Atlas Private Wealth Management held 26,844 shares of Broadstone Net Lease worth $421K as of Q1 2024.
Atlas Private Wealth Management left its Broadstone Net Lease share count unchanged in Q1 2024.
Broadstone Net Lease made up 0.18% of Atlas Private Wealth Management's portfolio in Q1 2024, its #96 holding.
Atlas Private Wealth Management first reported a position in Broadstone Net Lease in Q1 2021 and has held it in 13 quarters since.
Atlas Private Wealth Management's Broadstone Net Lease position peaked at $666K in Q4 2021.
278 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.