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Empirical Wealth Management’s Broadstone Net Lease BNL Stock Holding History

Empirical 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
2023
Q1 		– Sell
-15,000
Closed -$243K – 467
2022
Q4 		$243K Sell
15,000
-1,132
-7% -$18.9K 0.01% 408
2022
Q3 		$251K Hold
16,132
– – 0.01% 409
2022
Q2 		$331K Buy
16,132
+3,000
+23% +$62.8K 0.02% 364
2022
Q1 		$286K Buy
+13,132
New +$293K 0.01% 410

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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

Empirical Wealth Management's BNL Position: Q1 2023 in Review

Empirical Wealth Management sold out of Broadstone Net Lease (BNL) in Q1 2023, closing a stake of 15,000 shares — an estimated $243K sold.

Empirical Wealth Management first reported a position in BNL in Q1 2022 and held it in 4 quarters. The position peaked at $331K in Q2 2022. 228 funds tracked by Wall St. Rank hold BNL as of Q1 2023.

  • Empirical Wealth Management reported no remaining Broadstone Net Lease position as of Q1 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 15,000 Broadstone Net Lease shares in Q1 2023, an estimated $243K.
  • Empirical Wealth Management first reported a position in Broadstone Net Lease in Q1 2022 and held it in 4 quarters.
  • Empirical Wealth Management's Broadstone Net Lease position peaked at $331K in Q2 2022.
  • 228 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2023.

Based on Empirical Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.