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Capital Advisors Ltd’s Broadstone Net Lease BNL Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-44
Closed -$1K – 1302
2023
Q1 		$1K Hold
44
– – ﹤0.01% 991
2022
Q4 		$1K Buy
+44
New +$736 ﹤0.01% 952

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Capital Advisors Ltd's BNL Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Broadstone Net Lease (BNL) in Q2 2023, closing a stake of 44 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in BNL in Q4 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 260 funds tracked by Wall St. Rank hold BNL as of Q2 2023.

  • Capital Advisors Ltd reported no remaining Broadstone Net Lease position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 44 Broadstone Net Lease shares in Q2 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Broadstone Net Lease in Q4 2022 and held it in 2 quarters.
  • Capital Advisors Ltd's Broadstone Net Lease position peaked at $1K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.