GWAG
BDN

Garrett Wealth Advisory Group’s Brandywine Realty Trust BDN Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-108
Closed -$1.64K – 118
2019
Q3 		$1.64K Buy
+108
New +$1.58K ﹤0.01% 614

Other funds holding BDN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Garrett Wealth Advisory Group's BDN Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Brandywine Realty Trust (BDN) in Q4 2019, closing a stake of 108 shares — an estimated $1.64K sold.

Garrett Wealth Advisory Group first reported a position in BDN in Q3 2019 and held it in 1 quarter. The position peaked at $1.64K in Q3 2019. 247 funds tracked by Wall St. Rank hold BDN as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Brandywine Realty Trust position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 108 Brandywine Realty Trust shares in Q4 2019, an estimated $1.64K.
  • Garrett Wealth Advisory Group first reported a position in Brandywine Realty Trust in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Brandywine Realty Trust position peaked at $1.64K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.