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Independent Advisor Alliance’s Broadstone Net Lease BNL Stock Holding History

Independent Advisor Alliance’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
-17,579
Closed -$299K – 673
2023
Q1 		$299K Buy
+17,579
New +$306K 0.01% 517

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

Independent Advisor Alliance's BNL Position: Q2 2023 in Review

Independent Advisor Alliance sold out of Broadstone Net Lease (BNL) in Q2 2023, closing a stake of 17,579 shares — an estimated $299K sold.

Independent Advisor Alliance first reported a position in BNL in Q1 2023 and held it in 1 quarter. The position peaked at $299K in Q1 2023. 260 funds tracked by Wall St. Rank hold BNL as of Q2 2023.

  • Independent Advisor Alliance reported no remaining Broadstone Net Lease position as of Q2 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,579 Broadstone Net Lease shares in Q2 2023, an estimated $299K.
  • Independent Advisor Alliance first reported a position in Broadstone Net Lease in Q1 2023 and held it in 1 quarter.
  • Independent Advisor Alliance's Broadstone Net Lease position peaked at $299K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2023.

Based on Independent Advisor Alliance's 13F filing for Q2 2023, filed 28 Jul 2023.