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SYSTM Wealth Solutions’s Broadstone Net Lease BNL Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-1,985
Closed -$32K – 162
2024
Q2 		$32K Hold
1,985
– – 0.01% 309
2024
Q1 		$31.6K Hold
1,985
– – ﹤0.01% 645
2023
Q4 		$34.7K Buy
+1,985
New +$30.6K ﹤0.01% 644

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

SYSTM Wealth Solutions's BNL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Broadstone Net Lease (BNL) in Q3 2024, closing a stake of 1,985 shares — an estimated $32K sold.

SYSTM Wealth Solutions first reported a position in BNL in Q4 2023 and held it in 3 quarters. The position peaked at $34.7K in Q4 2023. 279 funds tracked by Wall St. Rank hold BNL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Broadstone Net Lease position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,985 Broadstone Net Lease shares in Q3 2024, an estimated $32K.
  • SYSTM Wealth Solutions first reported a position in Broadstone Net Lease in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Broadstone Net Lease position peaked at $34.7K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.