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

Kingsview 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
2024
Q4 		– Sell
-18,338
Closed -$348K – 1112
2024
Q3 		$348K Buy
18,338
+8,285
+82% +$147K 0.01% 834
2024
Q2 		$160K Buy
+10,053
New +$152K ﹤0.01% 1007

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kingsview Wealth Management's BNL Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Broadstone Net Lease (BNL) in Q4 2024, closing a stake of 18,338 shares — an estimated $348K sold.

Kingsview Wealth Management first reported a position in BNL in Q2 2024 and held it in 2 quarters. The position peaked at $348K in Q3 2024. 305 funds tracked by Wall St. Rank hold BNL as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Broadstone Net Lease position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 18,338 Broadstone Net Lease shares in Q4 2024, an estimated $348K.
  • Kingsview Wealth Management first reported a position in Broadstone Net Lease in Q2 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's Broadstone Net Lease position peaked at $348K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.