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Atlas Private Wealth Advisors’s Brandywine Realty Trust BDN Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-195
Closed -$3K – 202
2021
Q3 		$3K Hold
195
– – ﹤0.01% 616
2021
Q2 		$3K Buy
+195
New +$2.69K ﹤0.01% 620

Other funds holding BDN

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atlas Private Wealth Advisors's BDN Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Brandywine Realty Trust (BDN) in Q4 2021, closing a stake of 195 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in BDN in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 259 funds tracked by Wall St. Rank hold BDN as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Brandywine Realty Trust position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 195 Brandywine Realty Trust shares in Q4 2021, an estimated $3K.
  • Atlas Private Wealth Advisors first reported a position in Brandywine Realty Trust in Q2 2021 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Brandywine Realty Trust position peaked at $3K in Q3 2021.
  • 259 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.