JPWM
BDN

Jamison Private Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

Jamison Private Wealth 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
2024
Q4 		– Sell
-4,152
Closed -$20.8K – 227
2024
Q3 		$20.8K Buy
4,152
+126
+3% +$626 ﹤0.01% 305
2024
Q2 		$18K Buy
4,026
+135
+3% +$615 ﹤0.01% 297
2024
Q1 		$18.7K Buy
3,891
+113
+3% +$524 ﹤0.01% 301
2023
Q4 		$20.4K Buy
3,778
+134
+4% +$588 ﹤0.01% 275
2023
Q3 		$16.5K Buy
+3,644
New +$17.4K ﹤0.01% 280

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jamison Private Wealth Management's BDN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Brandywine Realty Trust (BDN) in Q4 2024, closing a stake of 4,152 shares — an estimated $20.8K sold.

Jamison Private Wealth Management first reported a position in BDN in Q3 2023 and held it in 5 quarters. The position peaked at $20.8K in Q3 2024. 265 funds tracked by Wall St. Rank hold BDN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Brandywine Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 4,152 Brandywine Realty Trust shares in Q4 2024, an estimated $20.8K.
  • Jamison Private Wealth Management first reported a position in Brandywine Realty Trust in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Brandywine Realty Trust position peaked at $20.8K in Q3 2024.
  • 265 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.