Mount Yale Investment Advisors’s Brandywine Realty Trust BDN Stock Holding History

Mount Yale Investment 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
2022 Q4	–	Sell	-16,417	Closed	-$111K	–	459
2022 Q3	$111K	Sell	16,417 -190	-1%	-$1.62K	0.01%	435
2022 Q2	$160K	Buy	16,607 +4,154	+33%	+$46.9K	0.02%	447
2022 Q1	$176K	Buy	12,453 +69	+0.6%	+$934	0.02%	457
2021 Q4	$166K	Sell	12,384 -141	-1%	-$1.94K	0.02%	449
2021 Q3	$168K	Buy	12,525 +47	+0.4%	+$646	0.02%	453
2021 Q2	$171K	Sell	12,478 -56	-0.4%	-$772	0.02%	417
2021 Q1	$162K	Buy	12,534 +360	+3%	+$4.4K	0.02%	402
2020 Q4	$145K	Buy	12,174 +437	+4%	+$4.7K	0.02%	388
2020 Q3	$121K	Buy	11,737 +83	+0.7%	+$897	0.02%	342
2020 Q2	$127K	Buy	+11,654	New	+$120K	0.02%	322

Other funds holding BDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mount Yale Investment Advisors's BDN Position: Q4 2022 in Review

Mount Yale Investment Advisors sold out of Brandywine Realty Trust (BDN) in Q4 2022, closing a stake of 16,417 shares — an estimated $111K sold.

Mount Yale Investment Advisors first reported a position in BDN in Q2 2020 and held it in 10 quarters. The position peaked at $176K in Q1 2022. 257 funds tracked by Wall St. Rank hold BDN as of Q4 2022.

Mount Yale Investment Advisors reported no remaining Brandywine Realty Trust position as of Q4 2022 after selling out during the quarter.
Mount Yale Investment Advisors sold 16,417 Brandywine Realty Trust shares in Q4 2022, an estimated $111K.
Mount Yale Investment Advisors first reported a position in Brandywine Realty Trust in Q2 2020 and held it in 10 quarters.
Mount Yale Investment Advisors's Brandywine Realty Trust position peaked at $176K in Q1 2022.
257 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.