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Oxford Financial Group’s Broadstone Net Lease BNL Stock Holding History

Oxford Financial Group’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
2021
Q2 		– Sell
-39,296
Closed -$719K – 224
2021
Q1 		$719K Buy
+39,296
New +$726K 0.1% 88

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UCFA
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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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 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
LWP
Lumature Wealth Partners Alpharetta, Georgia $168M AUM 9.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oxford Financial Group's BNL Position: Q2 2021 in Review

Oxford Financial Group sold out of Broadstone Net Lease (BNL) in Q2 2021, closing a stake of 39,296 shares — an estimated $719K sold.

Oxford Financial Group first reported a position in BNL in Q1 2021 and held it in 1 quarter. The position peaked at $719K in Q1 2021. 203 funds tracked by Wall St. Rank hold BNL as of Q2 2021.

  • Oxford Financial Group reported no remaining Broadstone Net Lease position as of Q2 2021 after selling out during the quarter.
  • Oxford Financial Group sold 39,296 Broadstone Net Lease shares in Q2 2021, an estimated $719K.
  • Oxford Financial Group first reported a position in Broadstone Net Lease in Q1 2021 and held it in 1 quarter.
  • Oxford Financial Group's Broadstone Net Lease position peaked at $719K in Q1 2021.
  • 203 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2021.

Based on Oxford Financial Group's 13F filing for Q2 2021, filed 3 Aug 2021.