EI
BDN

Ellevest Inc’s Brandywine Realty Trust BDN Stock Holding History

Ellevest Inc’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
-2,675
Closed -$12.7K – 502
2023
Q1 		$12.7K Buy
+2,675
New +$15.7K ﹤0.01% 969
2022
Q3 		– Sell
-366
Closed -$4K – 1608
2022
Q2 		$4K Sell
366
-616
-63% -$6.95K ﹤0.01% 1043
2022
Q1 		$14K Hold
982
– – ﹤0.01% 808
2021
Q4 		$13K Hold
982
– – ﹤0.01% 794
2021
Q3 		$13K Buy
982
+514
+110% +$7.07K ﹤0.01% 766
2021
Q2 		$6K Buy
468
+100
+27% +$1.38K ﹤0.01% 854
2021
Q1 		$5K Sell
368
-96
-21% -$1.17K ﹤0.01% 893
2020
Q4 		$6K Buy
+464
New +$4.99K ﹤0.01% 802

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Ellevest Inc's BDN Position: Q2 2023 in Review

Ellevest Inc sold out of Brandywine Realty Trust (BDN) in Q2 2023, closing a stake of 2,675 shares — an estimated $12.7K sold.

Ellevest Inc first reported a position in BDN in Q4 2020 and held it in 8 quarters. The position peaked at $14K in Q1 2022. 245 funds tracked by Wall St. Rank hold BDN as of Q2 2023.

  • Ellevest Inc reported no remaining Brandywine Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 2,675 Brandywine Realty Trust shares in Q2 2023, an estimated $12.7K.
  • Ellevest Inc first reported a position in Brandywine Realty Trust in Q4 2020 and held it in 8 quarters.
  • Ellevest Inc's Brandywine Realty Trust position peaked at $14K in Q1 2022.
  • 245 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.