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Wilbanks Smith & Thomas Asset Management’s Broadstone Net Lease BNL Stock Holding History

Wilbanks Smith & Thomas Asset 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
2021
Q2 		– Sell
-17,832
Closed -$326K – 495
2021
Q1 		$326K Buy
+17,832
New +$329K 0.01% 350

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Principal Financial Group
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State Street
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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

Wilbanks Smith & Thomas Asset Management's BNL Position: Q2 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of Broadstone Net Lease (BNL) in Q2 2021, closing a stake of 17,832 shares — an estimated $326K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BNL in Q1 2021 and held it in 1 quarter. The position peaked at $326K in Q1 2021. 203 funds tracked by Wall St. Rank hold BNL as of Q2 2021.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Broadstone Net Lease position as of Q2 2021 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 17,832 Broadstone Net Lease shares in Q2 2021, an estimated $326K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Broadstone Net Lease in Q1 2021 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Broadstone Net Lease position peaked at $326K in Q1 2021.
  • 203 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2021, filed 4 Aug 2021.