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MassMutual Private Wealth & Trust’s Broadstone Net Lease BNL Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-46
Closed -$710 – 1977
2023
Q2 		$710 Hold
46
– – ﹤0.01% 1716
2023
Q1 		$782 Hold
46
– – ﹤0.01% 1610
2022
Q4 		$1K Buy
+46
New +$769 ﹤0.01% 1403

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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

MassMutual Private Wealth & Trust's BNL Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of Broadstone Net Lease (BNL) in Q3 2023, closing a stake of 46 shares — an estimated $710 sold.

MassMutual Private Wealth & Trust first reported a position in BNL in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 263 funds tracked by Wall St. Rank hold BNL as of Q3 2023.

  • MassMutual Private Wealth & Trust reported no remaining Broadstone Net Lease position as of Q3 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 46 Broadstone Net Lease shares in Q3 2023, an estimated $710.
  • MassMutual Private Wealth & Trust first reported a position in Broadstone Net Lease in Q4 2022 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Broadstone Net Lease position peaked at $1K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.