AWA
BDN

Arkadios Wealth Advisors’s Brandywine Realty Trust BDN Stock Holding History

Arkadios Wealth Advisors’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
2020
Q4 		– Sell
-58
Closed -$592 – 1365
2020
Q3 		$592 Hold
58
– – ﹤0.01% 979
2020
Q2 		$623 Hold
58
– – ﹤0.01% 903
2020
Q1 		$610 Hold
58
– – ﹤0.01% 1001
2019
Q4 		$925 Buy
+58
New +$876 ﹤0.01% 903

Other funds holding BDN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arkadios Wealth Advisors's BDN Position: Q4 2020 in Review

Arkadios Wealth Advisors sold out of Brandywine Realty Trust (BDN) in Q4 2020, closing a stake of 58 shares — an estimated $592 sold.

Arkadios Wealth Advisors first reported a position in BDN in Q4 2019 and held it in 4 quarters. The position peaked at $925 in Q4 2019. 228 funds tracked by Wall St. Rank hold BDN as of Q4 2020.

  • Arkadios Wealth Advisors reported no remaining Brandywine Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 58 Brandywine Realty Trust shares in Q4 2020, an estimated $592.
  • Arkadios Wealth Advisors first reported a position in Brandywine Realty Trust in Q4 2019 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Brandywine Realty Trust position peaked at $925 in Q4 2019.
  • 228 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.