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TCI Wealth Advisors’s Broadstone Net Lease BNL Stock Holding History

TCI Wealth Advisors’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
-991
Closed -$16.9K – 477
2023
Q1 		$16.9K Hold
991
– – ﹤0.01% 800
2022
Q4 		$16.1K Buy
+991
New +$16.6K ﹤0.01% 799
2022
Q3 		– Sell
-915
Closed -$19K – 2266
2022
Q2 		$19K Hold
915
– – ﹤0.01% 653
2022
Q1 		$20K Buy
915
+229
+33% +$5.11K ﹤0.01% 690
2021
Q4 		$17K Buy
686
+169
+33% +$4.32K ﹤0.01% 777
2021
Q3 		$13K Buy
+517
New +$13.4K ﹤0.01% 907

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

TCI Wealth Advisors's BNL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Broadstone Net Lease (BNL) in Q2 2023, closing a stake of 991 shares — an estimated $16.9K sold.

TCI Wealth Advisors first reported a position in BNL in Q3 2021 and held it in 6 quarters. The position peaked at $20K in Q1 2022. 260 funds tracked by Wall St. Rank hold BNL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Broadstone Net Lease position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 991 Broadstone Net Lease shares in Q2 2023, an estimated $16.9K.
  • TCI Wealth Advisors first reported a position in Broadstone Net Lease in Q3 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's Broadstone Net Lease position peaked at $20K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.