AWM
BDN

Abound Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

Abound Wealth Management’s Portfolio BDN Stock Details BDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-86
Closed -$465 – 1300
2023
Q4 		$465 Hold
86
– – ﹤0.01% 944
2023
Q3 		$391 Hold
86
– – ﹤0.01% 897
2023
Q2 		$400 Buy
+86
New +$351 ﹤0.01% 933

Other funds holding BDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abound Wealth Management's BDN Position: Q1 2024 in Review

Abound Wealth Management sold out of Brandywine Realty Trust (BDN) in Q1 2024, closing a stake of 86 shares — an estimated $465 sold.

Abound Wealth Management first reported a position in BDN in Q2 2023 and held it in 3 quarters. The position peaked at $465 in Q4 2023. 249 funds tracked by Wall St. Rank hold BDN as of Q1 2024.

  • Abound Wealth Management reported no remaining Brandywine Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 86 Brandywine Realty Trust shares in Q1 2024, an estimated $465.
  • Abound Wealth Management first reported a position in Brandywine Realty Trust in Q2 2023 and held it in 3 quarters.
  • Abound Wealth Management's Brandywine Realty Trust position peaked at $465 in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.