CWC
BDN

Carolinas Wealth Consulting’s Brandywine Realty Trust BDN Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-53
Closed -$1K – 879
2020
Q3 		$1K Buy
+53
New +$573 ﹤0.01% 792

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's BDN Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Brandywine Realty Trust (BDN) in Q4 2020, closing a stake of 53 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in BDN in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 228 funds tracked by Wall St. Rank hold BDN as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Brandywine Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 53 Brandywine Realty Trust shares in Q4 2020, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Brandywine Realty Trust in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Brandywine Realty Trust position peaked at $1K in Q3 2020.
  • 228 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.