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

BDO 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
2022 Q3	–	Sell	-4,500	Closed	-$43K	–	1024
2022 Q2	$43K	Hold	4,500	–	–	0.01%	426
2022 Q1	$64K	Hold	4,500	–	–	0.01%	389
2021 Q4	$60K	Hold	4,500	–	–	0.01%	421
2021 Q3	$60K	Sell	4,500 -52	-1%	-$715	0.01%	416
2021 Q2	$62K	Hold	4,552	–	–	0.01%	431
2021 Q1	$59K	Buy	4,552 +4,500	+8,654%	+$55K	0.01%	426
2020 Q4	$1K	Hold	52	–	–	﹤0.01%	820
2020 Q3	$1K	Buy	+52	New	+$562	﹤0.01%	743

Other funds holding BDN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BDO Wealth Advisors's BDN Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Brandywine Realty Trust (BDN) in Q3 2022, closing a stake of 4,500 shares — an estimated $43K sold.

BDO Wealth Advisors first reported a position in BDN in Q3 2020 and held it in 8 quarters. The position peaked at $64K in Q1 2022. 250 funds tracked by Wall St. Rank hold BDN as of Q3 2022.

BDO Wealth Advisors reported no remaining Brandywine Realty Trust position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 4,500 Brandywine Realty Trust shares in Q3 2022, an estimated $43K.
BDO Wealth Advisors first reported a position in Brandywine Realty Trust in Q3 2020 and held it in 8 quarters.
BDO Wealth Advisors's Brandywine Realty Trust position peaked at $64K in Q1 2022.
250 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.