EW
BDN

Evoke Wealth’s Brandywine Realty Trust BDN Stock Holding History

Evoke Wealth’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
-176
Closed -$2K – 1173
2022
Q2 		$2K Hold
176
– – ﹤0.01% 1023
2022
Q1 		$2K Sell
176
-163
-48% -$2.21K ﹤0.01% 1023
2021
Q4 		$5K Hold
339
– – ﹤0.01% 885
2021
Q3 		$4K Hold
339
– – ﹤0.01% 875
2021
Q2 		$5K Sell
339
-241
-42% -$3.32K ﹤0.01% 854
2021
Q1 		$7K Buy
580
+241
+71% +$2.94K ﹤0.01% 754
2020
Q4 		$4K Hold
339
– – ﹤0.01% 747
2020
Q3 		$4K Hold
339
– – ﹤0.01% 693
2020
Q2 		$4K Buy
+339
New +$3.49K ﹤0.01% 698

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evoke Wealth's BDN Position: Q3 2022 in Review

Evoke Wealth sold out of Brandywine Realty Trust (BDN) in Q3 2022, closing a stake of 176 shares — an estimated $2K sold.

Evoke Wealth first reported a position in BDN in Q2 2020 and held it in 9 quarters. The position peaked at $7K in Q1 2021. 250 funds tracked by Wall St. Rank hold BDN as of Q3 2022.

  • Evoke Wealth reported no remaining Brandywine Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 176 Brandywine Realty Trust shares in Q3 2022, an estimated $2K.
  • Evoke Wealth first reported a position in Brandywine Realty Trust in Q2 2020 and held it in 9 quarters.
  • Evoke Wealth's Brandywine Realty Trust position peaked at $7K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.