LFA
BDN

Level Financial Advisors’s Brandywine Realty Trust BDN Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-2,222
Closed -$12K – 93
2023
Q4 		$12K Hold
2,222
– – 0.01% 183
2023
Q3 		$10.1K Buy
+2,222
New +$10.6K 0.01% 193

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Level Financial Advisors's BDN Position: Q1 2024 in Review

Level Financial Advisors sold out of Brandywine Realty Trust (BDN) in Q1 2024, closing a stake of 2,222 shares — an estimated $12K sold.

Level Financial Advisors first reported a position in BDN in Q3 2023 and held it in 2 quarters. The position peaked at $12K in Q4 2023. 249 funds tracked by Wall St. Rank hold BDN as of Q1 2024.

  • Level Financial Advisors reported no remaining Brandywine Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 2,222 Brandywine Realty Trust shares in Q1 2024, an estimated $12K.
  • Level Financial Advisors first reported a position in Brandywine Realty Trust in Q3 2023 and held it in 2 quarters.
  • Level Financial Advisors's Brandywine Realty Trust position peaked at $12K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.