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B. Riley Wealth Advisors’s Broadstone Net Lease BNL Stock Holding History

B. Riley Wealth Advisors’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
2022
Q4 		– Sell
-15,645
Closed -$243K – 1502
2022
Q3 		$243K Buy
+15,645
New +$317K 0.01% 1125

Other funds holding BNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

B. Riley Wealth Advisors's BNL Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Broadstone Net Lease (BNL) in Q4 2022, closing a stake of 15,645 shares — an estimated $243K sold.

B. Riley Wealth Advisors first reported a position in BNL in Q3 2022 and held it in 1 quarter. The position peaked at $243K in Q3 2022. 246 funds tracked by Wall St. Rank hold BNL as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining Broadstone Net Lease position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,645 Broadstone Net Lease shares in Q4 2022, an estimated $243K.
  • B. Riley Wealth Advisors first reported a position in Broadstone Net Lease in Q3 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Broadstone Net Lease position peaked at $243K in Q3 2022.
  • 246 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.