AWM
BDN

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

Avior 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
Q2 		– Sell
-37
Closed -$177 – 2422
2024
Q1 		$177 Buy
+37
New +$172 ﹤0.01% 2925

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Avior Wealth Management's BDN Position: Q2 2024 in Review

Avior Wealth Management sold out of Brandywine Realty Trust (BDN) in Q2 2024, closing a stake of 37 shares — an estimated $177 sold.

Avior Wealth Management first reported a position in BDN in Q1 2024 and held it in 1 quarter. The position peaked at $177 in Q1 2024. 250 funds tracked by Wall St. Rank hold BDN as of Q2 2024.

  • Avior Wealth Management reported no remaining Brandywine Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 37 Brandywine Realty Trust shares in Q2 2024, an estimated $177.
  • Avior Wealth Management first reported a position in Brandywine Realty Trust in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Brandywine Realty Trust position peaked at $177 in Q1 2024.
  • 250 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.