HC Financial Advisors’s Broadstone Net Lease BNL Stock Holding History

HC Financial 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 Q2	$4.52M	Sell	220,429 -7,300	-3%	-$153K	3.03%	6
2022 Q1	$4.96M	Sell	227,729 -19,110	-8%	-$427K	2.95%	6
2021 Q4	$6.13M	Sell	246,839 -14,075	-5%	-$360K	3.4%	5
2021 Q3	$6.47M	Sell	260,914 -28,399	-10%	-$734K	3.88%	3
2021 Q2	$6.77M	Buy	289,313 +450	+0.2%	+$9.66K	3.95%	3
2021 Q1	$5.29M	Buy	288,863 +275,313	+2,032%	+$5.09M	3.22%	5
2020 Q4	$265K	Buy	+13,550	New	+$239K	0.17%	67

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

HC Financial Advisors's BNL Position: Q2 2022 in Review

HC Financial Advisors reduced its Broadstone Net Lease (BNL) stake by 3.2% in Q2 2022, selling an estimated $153K and leaving 220,429 shares worth $4.52M. The position accounts for 3.03% of the portfolio, ranked #6.

HC Financial Advisors first reported a position in BNL in Q4 2020 and has held it in 7 quarters since. The position peaked at $6.77M in Q2 2021. 221 funds tracked by Wall St. Rank hold BNL as of Q2 2022.

HC Financial Advisors held 220,429 shares of Broadstone Net Lease worth $4.52M as of Q2 2022.
HC Financial Advisors sold 7,300 Broadstone Net Lease shares in Q2 2022, an estimated $153K.
Broadstone Net Lease made up 3.03% of HC Financial Advisors's portfolio in Q2 2022, its #6 holding.
HC Financial Advisors first reported a position in Broadstone Net Lease in Q4 2020 and has held it in 7 quarters since.
HC Financial Advisors's Broadstone Net Lease position peaked at $6.77M in Q2 2021.
221 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.