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

CM 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
2023 Q2	–	Sell	-19,922	Closed	-$76K	–	189
2023 Q1	$76K	Buy	+19,922	New	+$117K	0.01%	403

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

CM Wealth Advisors's BDN Position: Q2 2023 in Review

CM Wealth Advisors sold out of Brandywine Realty Trust (BDN) in Q2 2023, closing a stake of 19,922 shares — an estimated $76K sold.

CM Wealth Advisors first reported a position in BDN in Q1 2023 and held it in 1 quarter. The position peaked at $76K in Q1 2023. 245 funds tracked by Wall St. Rank hold BDN as of Q2 2023.

CM Wealth Advisors reported no remaining Brandywine Realty Trust position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 19,922 Brandywine Realty Trust shares in Q2 2023, an estimated $76K.
CM Wealth Advisors first reported a position in Brandywine Realty Trust in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Brandywine Realty Trust position peaked at $76K in Q1 2023.
245 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.