FGAM
BDN

Financial Gravity Asset Management’s Brandywine Realty Trust BDN Stock Holding History

Financial Gravity Asset 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
2021
Q3 		– Sell
-4
Closed -$14K – 952
2021
Q2 		$14K Hold
4
– – 0.01% 869
2021
Q1 		$53 Buy
+4
New +$49 ﹤0.01% 553

Other funds holding BDN

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Vanguard Group
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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Gravity Asset Management's BDN Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of Brandywine Realty Trust (BDN) in Q3 2021, closing a stake of 4 shares — an estimated $14K sold.

Financial Gravity Asset Management first reported a position in BDN in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 239 funds tracked by Wall St. Rank hold BDN as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining Brandywine Realty Trust position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 Brandywine Realty Trust shares in Q3 2021, an estimated $14K.
  • Financial Gravity Asset Management first reported a position in Brandywine Realty Trust in Q1 2021 and held it in 2 quarters.
  • Financial Gravity Asset Management's Brandywine Realty Trust position peaked at $14K in Q2 2021.
  • 239 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.