AI
BDN

AXS Investments’s Brandywine Realty Trust BDN Stock Holding History

AXS Investments’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
2023
Q1 		– Sell
-72,550
Closed -$446K – 378
2022
Q4 		$446K Sell
72,550
-15,000
-17% -$96.4K 0.16% 167
2022
Q3 		$591K Sell
87,550
-2,200
-2% -$18.8K 0.23% 154
2022
Q2 		$865K Buy
+89,750
New +$1.01M 0.31% 135

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AXS Investments's BDN Position: Q1 2023 in Review

AXS Investments sold out of Brandywine Realty Trust (BDN) in Q1 2023, closing a stake of 72,550 shares — an estimated $446K sold.

AXS Investments first reported a position in BDN in Q2 2022 and held it in 3 quarters. The position peaked at $865K in Q2 2022. 253 funds tracked by Wall St. Rank hold BDN as of Q1 2023.

  • AXS Investments reported no remaining Brandywine Realty Trust position as of Q1 2023 after selling out during the quarter.
  • AXS Investments sold 72,550 Brandywine Realty Trust shares in Q1 2023, an estimated $446K.
  • AXS Investments first reported a position in Brandywine Realty Trust in Q2 2022 and held it in 3 quarters.
  • AXS Investments's Brandywine Realty Trust position peaked at $865K in Q2 2022.
  • 253 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2023.

Based on AXS Investments's 13F filing for Q1 2023, filed 12 May 2023.