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

BerganKDV 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
2023 Q2	–	Sell	-6	Closed	-$27	–	885
2023 Q1	$27	Hold	6	–	–	﹤0.01%	1045
2022 Q4	$34	Sell	6 -152	-96%	-$977	﹤0.01%	1030
2022 Q3	$1K	Buy	158 +3	+2%	+$26	﹤0.01%	860
2022 Q2	$1K	Buy	155 +2	+1%	+$23	﹤0.01%	876
2022 Q1	$2K	Buy	153 +3	+2%	+$41	﹤0.01%	836
2021 Q4	$2K	Hold	150	–	–	﹤0.01%	898
2021 Q3	$2K	Buy	150 +2	+1%	+$28	﹤0.01%	862
2021 Q2	$2K	Buy	148 +2	+1%	+$28	﹤0.01%	794
2021 Q1	$2K	Buy	146 +2	+1%	+$24	﹤0.01%	761
2020 Q4	$2K	Sell	144 -61	-30%	-$655	﹤0.01%	759
2020 Q3	$2K	Sell	205 -112	-35%	-$1.21K	﹤0.01%	684
2020 Q2	$3K	Buy	317 +182	+135%	+$1.87K	﹤0.01%	684
2020 Q1	$1K	Hold	135	–	–	﹤0.01%	790
2019 Q4	$2K	Buy	+135	New	+$2.04K	﹤0.01%	751

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BerganKDV Wealth Management's BDN Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Brandywine Realty Trust (BDN) in Q2 2023, closing a stake of 6 shares — an estimated $27 sold.

BerganKDV Wealth Management first reported a position in BDN in Q4 2019 and held it in 14 quarters. The position peaked at $3K in Q2 2020. 245 funds tracked by Wall St. Rank hold BDN as of Q2 2023.

BerganKDV Wealth Management reported no remaining Brandywine Realty Trust position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 6 Brandywine Realty Trust shares in Q2 2023, an estimated $27.
BerganKDV Wealth Management first reported a position in Brandywine Realty Trust in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Brandywine Realty Trust position peaked at $3K in Q2 2020.
245 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.