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Beacon Investment Advisory Services’s Broadstone Net Lease BNL Stock Holding History

Beacon Investment Advisory Services’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
2023
Q1 		– Sell
-62,224
Closed -$1.01M – 280
2022
Q4 		$1.01M Hold
62,224
– – 0.05% 151
2022
Q3 		$966K Buy
+62,224
New +$1.26M 0.05% 148

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State Street
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UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Beacon Investment Advisory Services's BNL Position: Q1 2023 in Review

Beacon Investment Advisory Services sold out of Broadstone Net Lease (BNL) in Q1 2023, closing a stake of 62,224 shares — an estimated $1.01M sold.

Beacon Investment Advisory Services first reported a position in BNL in Q3 2022 and held it in 2 quarters. The position peaked at $1.01M in Q4 2022. 228 funds tracked by Wall St. Rank hold BNL as of Q1 2023.

  • Beacon Investment Advisory Services reported no remaining Broadstone Net Lease position as of Q1 2023 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 62,224 Broadstone Net Lease shares in Q1 2023, an estimated $1.01M.
  • Beacon Investment Advisory Services first reported a position in Broadstone Net Lease in Q3 2022 and held it in 2 quarters.
  • Beacon Investment Advisory Services's Broadstone Net Lease position peaked at $1.01M in Q4 2022.
  • 228 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2023.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2023, filed 4 May 2023.